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 10-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 FINANCIAL CORPORATION6+ years Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $23,251 |
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 33 ONE UNIVERSITY PARK · WALTHAM, MA 024533483 | Other fees; Securities brokerage | $10,282 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,886 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,597 | $69,362+63.8% | $101,248+12.2% | $73,488+54.6% |
| Participation rate | 79.3% | 68.4%+10.9pp | 75.8%+3.5pp | 70.7%+8.6pp |
| Annual return | 16.56% | 18.46%-1.9pp | 46.47%-29.9pp | 28.51%-12.0pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,453 | $3,300+95.6% | $4,370+47.7% | $3,740+72.6% |
| Admin fee / account holder | $355 | $704-49.6% | $5,945-94.0% | $513-30.9% |