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 CORPORATION6+ years Service code 13 · EIN 02-6405960 300 BALLARDVALE ST · WILMINGTON, MA 01887 | Contract Administrator | $18,152 |
NATIONWIDE6+ years Filed as: NATIONWIDE TRUST COMPANY Service code 12 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant loan processing; Distribu... | $13,206 |
NATIONWIDE6+ years Service code 15 | Recordkeeping | $4,616 |
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 | $27,845 | $58,879-52.7% | $178,490-84.4% | $73,488-62.1% |
| Participation rate | 92.8% | 66.2%+26.6pp | 81.9%+10.9pp | 70.7%+22.1pp |
| Annual return | 17.11% | 24.86%-7.8pp | 151.07%-134.0pp | 28.51%-11.4pp |
| Employer contribution / active EE | $2,911 | $2,236+30.2% | $5,011-41.9% | $2,270+28.2% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $208 | $400-48.1% | $13,984-98.5% | $513-59.5% |