See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 32-0169227 | Recordkeeping | $2,601 |
HILLSPRING FINANCIAL INC4 years Filed as: HILLSPRING FINANCIAL, INC Service code 26 · EIN 87-0511814 | Advisory (Participants) | $1,443 |
LATITUDE SERVICE COMPANY INC3 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 14 · EIN 82-1371994 | Plan Administrator | $1,365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,686 | $55,472-93.4% | $155,567-97.6% | $74,546-95.1% |
| Participation rate | 31.2% | 61.9%-30.7pp | 78.2%-47.0pp | 67.2%-36.0pp |
| Annual return | 24.68% | 268.72%-244.0pp | 64.74%-40.1pp | 1366.03%-1341.4pp |
| Employer contribution / active EE | $534 | $2,269-76.4% | $4,674-88.6% | $2,624-79.6% |
| Participant deferral / active EE | $702 | $2,838-75.2% | $5,628-87.5% | $4,347-83.8% |
| Admin fee / account holder | $45 | $1,743-97.4% | $15,916-99.7% | $1,944-97.7% |