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) | $153,764 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,048 |
SUMMIT FINANCIAL CORPORATION7+ years Filed as: SUMMIT FINANCIAL CORP Service code 16 · EIN 04-3222046 | Consulting | $13,120 |
CARON & BLETZER, PLLC7+ years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $9,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $615,267 | $104,475+488.9% | $159,436+285.9% | $79,386+675.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 12.15% | 67.95%-55.8pp | 263.57%-251.4pp | 116.85%-104.7pp |
| Employer contribution / active EE | $17,478 | $3,417+411.5% | $4,829+261.9% | $2,427+620.0% |
| Participant deferral / active EE | $11,919 | $6,467+84.3% | $7,352+62.1% | $4,046+194.6% |
| Admin fee / account holder | $1,202 | $711+69.1% | $10,799-88.9% | $626+91.9% |