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 10-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 |
|---|---|---|
NORTHPOINT FINANCIAL, LLC7+ years Service code 28 9240 W UNION HILLS DRIVE · PEORIA, AZ 85382 | Investment Management | $13,285 |
Service code 59 · EIN 32-0169227 | Shareholder Servicing | $9,845 |
LATITUDE SERVICE COMPANY INC3 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 15 · EIN 82-1371994 | Recordkeeping | $6,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,449 | $77,660-62.1% | $109,143-73.0% | $79,386-62.9% |
| Participation rate | 48.1% | 67.8%-19.7pp | 75.9%-27.8pp | 70.7%-22.7pp |
| Annual return | 8.19% | 23.44%-15.2pp | 25.75%-17.6pp | 116.85%-108.7pp |
| Employer contribution / active EE | $1,492 | $2,797-46.7% | $3,722-59.9% | $2,427-38.5% |
| Participant deferral / active EE | $1,982 | $3,518-43.7% | $4,653-57.4% | $4,046-51.0% |
| Admin fee / account holder | $220 | $732-69.9% | $6,752-96.7% | $626-64.8% |