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 CORPORATION3+ years Service code 13 700 DISTRICT AVENUE · BURLINGTON, MA 01803 | Contract Administrator | $19,300 |
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,142 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,857 | $47,977-31.5% | $154,107-78.7% | $56,287-41.6% |
| Participation rate | 66.7% | 66.2%+0.5pp | 83.0%-16.4pp | 69.9%-3.2pp |
| Annual return | 7.86% | 3.54%+4.3pp | 735.12%-727.3pp | -9.96%+17.8pp |
| Employer contribution / active EE | $1,363 | $2,169-37.1% | $5,298-74.3% | $2,111-35.4% |
| Participant deferral / active EE | $1,750 | $2,392-26.8% | $5,081-65.6% | $3,350-47.8% |
| Admin fee / account holder | $232 | $438-47.2% | $13,411-98.3% | $521-55.6% |