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 |
|---|---|---|
SUMMIT FINANCIAL CORPORATION6+ years Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $10,317 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $10,107 |
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 | $32,349 | $58,879-45.1% | $178,490-81.9% | $73,488-56.0% |
| Participation rate | 74.6% | 66.2%+8.4pp | 81.9%-7.3pp | 70.7%+4.0pp |
| Annual return | 14.76% | 24.86%-10.1pp | 151.07%-136.3pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,663 | $2,236-25.6% | $5,011-66.8% | $2,270-26.8% |
| Participant deferral / active EE | $2,474 | $2,567-3.6% | $5,202-52.4% | $3,740-33.8% |
| Admin fee / account holder | $158 | $400-60.4% | $13,984-98.9% | $513-69.1% |