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 CORPORATION7+ years Service code 13 · EIN 04-3222046 | Contract Administrator | $101,228 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $61,798 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 26 · EIN 31-1332744 | Advisory (Participants) | $32,512 |
Service code 64 | Recordkeeping Fees | $19,125 |
Service code 27 | Advisory (Plan) | $6,026 |
NATIONWIDE7+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | -$5,952 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,154 | $77,197-22.1% | $86,874-30.8% | $93,030-35.3% |
| Participation rate | 89.7% | 78.2%+11.5pp | 71.6%+18.1pp | 73.9%+15.8pp |
| Annual return | 13.48% | 16.31%-2.8pp | 63.52%-50.0pp | 158.70%-145.2pp |
| Employer contribution / active EE | $586 | $2,514-76.7% | $2,495-76.5% | $2,706-78.3% |
| Participant deferral / active EE | $3,738 | $3,831-2.4% | $3,699+1.1% | $4,562-18.1% |
| Admin fee / account holder | $126 | $105+19.8% | $5,828-97.8% | $152-17.1% |