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 7-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,057 |
Filed as: LATITUDE SERVICE COMPANY Service code 13 · EIN 82-1371994 | Contract Administrator | $24,638 |
ALLWORTH FINANCIAL2 years Service code 27 · EIN 68-0372662 | Advisory (Plan) | $19,766 |
Filed as: ALDRICH CPAS AND ADVISOR Service code 10 · EIN 93-0623286 | Accounting | $9,250 |
LATITUDE SERVICE COMPANY INC4+ years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 13 | Contract Administrator | $5,595 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,525 | $64,119-7.2% | $112,228-47.0% | $66,914-11.0% |
| Participation rate | 94.4% | 68.5%+25.9pp | 75.1%+19.3pp | 69.8%+24.6pp |
| Annual return | -16.24% | -13.81%-2.4pp | 27.45%-43.7pp | 1.58%-17.8pp |
| Employer contribution / active EE | $9,796 | $3,005+225.9% | $3,635+169.5% | $2,544+285.0% |
| Participant deferral / active EE | $4,530 | $3,693+22.7% | $4,728-4.2% | $4,237+6.9% |
| Admin fee / account holder | $459 | $625-26.5% | $6,410-92.8% | $593-22.6% |