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 CORPORATION3+ years Filed as: SUMMIT BENEFIT SOLUTIONS, INC. Service code 15 · EIN 34-1888990 | Recordkeeping | $16,210 |
HUMMEL GROUP, INC.3+ years Service code 26 · EIN 34-1096613 | Advisory (Participants) | $12,191 |
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 | $38,450 | $63,299-39.3% | $91,001-57.7% | $62,292-38.3% |
| Participation rate | 91.0% | 73.3%+17.7pp | 75.6%+15.4pp | 69.5%+21.4pp |
| Annual return | 14.48% | 20.99%-6.5pp | 4.60%+9.9pp | 28.90%-14.4pp |
| Employer contribution / active EE | $619 | $1,807-65.7% | $2,456-74.8% | $2,042-69.7% |
| Participant deferral / active EE | $2,264 | $2,943-23.1% | $3,547-36.2% | $3,169-28.6% |
| Admin fee / account holder | $166 | $468-64.5% | $5,417-96.9% | $479-65.4% |