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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,782 |
LATITUDE SERVICE COMPANY INC3 years Filed as: LATITUDE SERVICE COMPANY Service code 13 · EIN 82-1371994 | Contract Administrator | $29,894 |
ALLWORTH FINANCIAL4 years Service code 27 · EIN 68-0372662 | Advisory (Plan) | $27,352 |
Filed as: ALDRICH CPAS AND ADVISOR Service code 10 · EIN 93-0623286 | Accounting | $10,750 |
LATITUDE SERVICE COMPANY INC6+ years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 13 | Contract Administrator | $8,046 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,218 | $80,724+5.6% | $103,333-17.5% | $74,495+14.4% |
| Participation rate | 90.7% | 65.7%+25.0pp | 74.5%+16.2pp | 67.2%+23.5pp |
| Annual return | 12.71% | 27.56%-14.8pp | 24.88%-12.2pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $12,701 | $3,157+302.3% | $3,868+228.4% | $2,623+384.2% |
| Participant deferral / active EE | $3,952 | $3,860+2.4% | $5,057-21.9% | $4,346-9.1% |
| Admin fee / account holder | $531 | $2,368-77.6% | $8,355-93.6% | $1,942-72.7% |