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 |
|---|---|---|
THE SUMMIT GROUP ASSOCIATES, INC1 year Service code 20 · EIN 41-2243735 431 EXTON COMMONS · EXTON, PA 19341 | Trustee (individual) | $5,816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,167 | $39,286-5.4% | $80,716-54.0% | $79,386-53.2% |
| Participation rate | 20.7% | 41.0%-20.3pp | 54.2%-33.5pp | 70.7%-50.0pp |
| Annual return | 14.98% | 98.95%-84.0pp | 87.28%-72.3pp | 116.85%-101.9pp |
| Employer contribution / active EE | $92 | $594-84.4% | $1,160-92.0% | $2,427-96.2% |
| Participant deferral / active EE | $483 | $1,264-61.8% | $2,146-77.5% | $4,046-88.1% |
| Admin fee / account holder | $165 | $647-74.5% | $3,380-95.1% | $626-73.6% |