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 CORPORATION5+ years Service code 13 700 DISTRICT AVENUE · BURLINGTON, MA 01803 | Contract Administrator | $21,662 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,605 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $4,953 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,093 | $58,879-48.9% | $178,490-83.1% | $73,488-59.1% |
| Participation rate | 77.8% | 66.2%+11.6pp | 81.9%-4.1pp | 70.7%+7.1pp |
| Annual return | 2.48% | 24.86%-22.4pp | 151.07%-148.6pp | 28.51%-26.0pp |
| Employer contribution / active EE | $2,471 | $2,236+10.5% | $5,011-50.7% | $2,270+8.8% |
| Participant deferral / active EE | $2,971 | $2,567+15.7% | $5,202-42.9% | $3,740-20.6% |
| Admin fee / account holder | $254 | $400-36.6% | $13,984-98.2% | $513-50.5% |