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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $98,405 |
LATITUDE SERVICE COMPANY INC4 years Filed as: LATITUDE SERVICE COMPANY Service code 13 · EIN 82-1371994 | Contract Administrator | $28,457 |
ALLWORTH FINANCIAL5 years Service code 27 · EIN 68-0372662 | Advisory (Plan) | $27,456 |
Filed as: ALDRICH CPAS AND ADVISOR Service code 10 · EIN 93-0623286 | Accounting | $11,500 |
LATITUDE SERVICE COMPANY INC7+ years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 13 | Contract Administrator | $9,885 |
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 | $103,349 | $86,944+18.9% | $107,525-3.9% | $74,304+39.1% |
| Participation rate | 93.0% | 59.6%+33.5pp | 75.1%+18.0pp | 60.3%+32.7pp |
| Annual return | 16.42% | 23.52%-7.1pp | 181.32%-164.9pp | 29.43%-13.0pp |
| Employer contribution / active EE | $17,708 | $2,757+542.4% | $3,754+371.8% | $2,241+690.1% |
| Participant deferral / active EE | $4,799 | $3,554+35.0% | $5,116-6.2% | $3,767+27.4% |
| Admin fee / account holder | $499 | $3,727-86.6% | $8,919-94.4% | $2,969-83.2% |