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 |
|---|---|---|
SUMMIT FINANCIAL CORPORATION3+ years Filed as: SUMMIT FINANCIAL CORP Service code 16 · EIN 04-3222046 | Consulting | $103,741 |
CARON & BLETZER, PLLC2+ years Filed as: CARON BLETZER Service code 16 · EIN 04-3499945 | Consulting | $8,525 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$182,183 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $475,633 | $80,753+489.0% | $136,294+249.0% | $62,292+663.5% |
| Participation rate | 96.9% | 73.5%+23.4pp | 81.9%+15.0pp | 69.5%+27.4pp |
| Annual return | 17.81% | 35.83%-18.0pp | 5155.94%-5138.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $14,585 | $2,884+405.8% | $4,695+210.6% | $2,042+614.2% |
| Participant deferral / active EE | $9,733 | $5,164+88.5% | $6,247+55.8% | $3,169+207.1% |
| Admin fee / account holder | $654 | $525+24.5% | $9,243-92.9% | $479+36.5% |