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 CORPORATION2+ years Filed as: SUMMIT BENEFIT SOLUTIONS, INC. Service code 15 · EIN 34-1888990 | Recordkeeping | $13,869 |
HUMMEL GROUP, INC.2+ years Service code 26 · EIN 34-1096613 | Advisory (Participants) | $11,129 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,234 | $56,629-37.8% | $77,999-54.8% | $55,167-36.1% |
| Participation rate | 91.5% | 73.3%+18.2pp | 75.5%+16.0pp | 69.0%+22.5pp |
| Annual return | 8.79% | 2866.98%-2858.2pp | 425.96%-417.2pp | 169.23%-160.4pp |
| Employer contribution / active EE | $508 | $1,723-70.5% | $2,470-79.4% | $1,963-74.1% |
| Participant deferral / active EE | $2,001 | $2,777-27.9% | $3,497-42.8% | $3,054-34.5% |
| Admin fee / account holder | $145 | $467-68.9% | $5,480-97.3% | $504-71.2% |