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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $134,836 |
CARON & BLETZER, PLLC1 year Service code 16 · EIN 04-3499945 | Consulting | $9,650 |
SUMMIT FINANCIAL CORPORATION6+ years Filed as: SUMMIT FINANCIAL CORP Service code 16 · EIN 04-3222046 | Consulting | $6,510 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$232,497 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $562,270 | $99,957+462.5% | $149,696+275.6% | $73,488+665.1% |
| Participation rate | 99.2% | 75.7%+23.5pp | 82.5%+16.7pp | 70.7%+28.5pp |
| Annual return | 15.14% | 53.87%-38.7pp | 276.60%-261.5pp | 28.51%-13.4pp |
| Employer contribution / active EE | $17,039 | $3,191+434.0% | $4,644+266.9% | $2,270+650.6% |
| Participant deferral / active EE | $11,237 | $6,073+85.0% | $6,842+64.2% | $3,740+200.5% |
| Admin fee / account holder | $1,100 | $551+99.7% | $9,309-88.2% | $513+114.4% |