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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $10,945 |
SUMMIT FINANCIAL CORPORATION5+ years Service code 13 7 NEW ENGLAND EXECUTIVE PARK · BURLINGTON, MA 01803 | Contract Administrator | $9,498 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,915 | $52,953-43.5% | $172,739-82.7% | $65,185-54.1% |
| Participation rate | 75.0% | 66.2%+8.8pp | 82.6%-7.6pp | 70.2%+4.8pp |
| Annual return | 19.46% | 30.12%-10.7pp | 802.84%-783.4pp | 29.38%-9.9pp |
| Employer contribution / active EE | $1,187 | $2,190-45.8% | $5,143-76.9% | $2,177-45.5% |
| Participant deferral / active EE | $2,192 | $2,471-11.3% | $5,198-57.8% | $3,514-37.6% |
| Admin fee / account holder | $173 | $472-63.2% | $13,954-98.8% | $847-79.5% |