See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SUMMIT GROUP RETIREMENT Service code 27 431 EXTON COMMONS · EXTON, PA 19341 | Advisory (Plan) | $21,660 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,827 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,115 | $87,870-16.8% | $113,168-35.4% | $74,304-1.6% |
| Participation rate | 59.1% | 70.7%-11.7pp | 76.6%-17.5pp | 60.3%-1.3pp |
| Annual return | 14.44% | 26.44%-12.0pp | 24.27%-9.8pp | 29.43%-15.0pp |
| Employer contribution / active EE | $982 | $2,277-56.9% | $2,975-67.0% | $2,241-56.2% |
| Participant deferral / active EE | $4,830 | $4,241+13.9% | $5,107-5.4% | $3,767+28.2% |
| Admin fee / account holder | $294 | $3,368-91.3% | $12,068-97.6% | $2,969-90.1% |