See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SUMMIT WEALTH GROUP2 years Service code 27 20 B HAMPTON ROAD · EXETER, NH 03833 | Advisory (Plan) | $48,507 |
PCS RETIREMENT, LLC5 years Service code 12 · EIN 23-3038464 | Consulting (general); Participant loa... | $20,862 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,216 | $71,050+1.6% | $93,606-22.9% | $80,856-10.7% |
| Participation rate | 65.3% | 60.4%+4.9pp | 68.7%-3.5pp | 67.6%-2.4pp |
| Annual return | 10.58% | 11.26%-0.7pp | 133.20%-122.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,933 | $1,564+23.6% | $2,420-20.1% | $2,755-29.8% |
| Participant deferral / active EE | $3,719 | $4,034-7.8% | $4,411-15.7% | $4,296-13.4% |
| Admin fee / account holder | $625 | $6,945-91.0% | $8,285-92.5% | $6,918-91.0% |