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 CORPORATION8+ years Service code 13 · EIN 02-6405960 300 BALLARDVALE ST · WILMINGTON, MA 01887 | Contract Administrator | $13,334 |
NATIONWIDE8+ years Filed as: NATIONWIDE TRUST COMPANY Service code 12 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Claims processing; Securities brokera... | $13,143 |
NATIONWIDE8+ years Service code 15 | Recordkeeping | $1,086 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,287 | $65,061-61.1% | $143,757-82.4% | $66,914-62.2% |
| Participation rate | 97.6% | 65.2%+32.4pp | 80.3%+17.3pp | 69.8%+27.8pp |
| Annual return | -18.96% | -11.14%-7.8pp | -0.04%-18.9pp | 1.58%-20.5pp |
| Employer contribution / active EE | $3,442 | $2,361+45.8% | $4,951-30.5% | $2,544+35.3% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $173 | $502-65.5% | $14,673-98.8% | $593-70.8% |