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 9-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 Service code 13 · EIN 02-6405960 700 DISTRICT AVE · BURLINGTON, MA 01803 | Contract Administrator | $21,154 |
NATIONWIDE3+ years Service code 15 | Recordkeeping | $10,105 |
NATIONWIDE3+ years Filed as: NATIONWIDE TRUST COMPANY Service code 12 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant loan processing; Recordke... | $8,064 |
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 33 | Securities brokerage | $3,314 |
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 | $19,494 | $55,453-64.8% | $170,442-88.6% | $62,292-68.7% |
| Participation rate | 94.9% | 66.4%+28.6pp | 83.6%+11.3pp | 69.5%+25.4pp |
| Annual return | 15.99% | 21.38%-5.4pp | 205.93%-189.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $2,367 | $2,164+9.4% | $5,433-56.4% | $2,042+15.9% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $149 | $455-67.2% | $13,880-98.9% | $479-68.9% |