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 |
|---|---|---|
LATITUDE SERVICE COMPANY INC3 years Service code 14 · EIN 82-1371994 1500 NORTH OAK DRIVE · PLYMOUTH, IN 465633431 | Plan Administrator | $32,881 |
ARBOR CAPITAL MANAGEMENT1 year Service code 26 · EIN 92-0160704 | Advisory (Participants) | $17,129 |
BRINKER CAPITAL4 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 17605 WRIGHT ST. · OMAHA, NE 68130 | Advisory (Participants) | $6,968 |
Filed as: IRON FIDUCIARY Service code 28 · EIN 99-9552241 | Investment Management | $4,817 |
NATIONWIDE10+ years Service code 19 ONE NATIONWIDE · COLUMBUS, OH 43215 | Securities Custodian | $1,204 |
SECURITIES AMERICA INC5 years Service code 25 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Directed Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,828 | $55,416-78.7% | $75,972-84.4% | $77,643-84.8% |
| Participation rate | 96.3% | 63.6%+32.7pp | 69.1%+27.2pp | 70.6%+25.7pp |
| Annual return | 11.26% | 17.07%-5.8pp | 359.55%-348.3pp | 31.24%-20.0pp |
| Employer contribution / active EE | $1,803 | $1,788+0.9% | $2,685-32.8% | $2,726-33.8% |
| Participant deferral / active EE | $972 | $3,447-71.8% | $4,255-77.1% | $4,647-79.1% |
| Admin fee / account holder | $128 | $414-69.0% | $6,467-98.0% | $430-70.2% |