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 33 · EIN 04-2675571 | Other fees; Securities brokerage | $50,000 |
SUMMIT FINANCIAL CORPORATION5 years Service code 13 · EIN 04-3222046 | Contract Administrator | $39,402 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $413,691 | $99,957+313.9% | $149,696+176.4% | $73,488+462.9% |
| Participation rate | 95.8% | 75.7%+20.1pp | 82.5%+13.4pp | 70.7%+25.2pp |
| Annual return | 17.39% | 53.87%-36.5pp | 276.60%-259.2pp | 28.51%-11.1pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $15,157 | $6,073+149.6% | $6,842+121.5% | $3,740+305.3% |
| Admin fee / account holder | $478 | $551-13.2% | $9,309-94.9% | $513-6.8% |