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 | $25,610 |
HUMMEL GROUP, INC.3+ years Service code 26 · EIN 34-1096613 | Advisory (Participants) | $22,529 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,897 | $71,666-42.9% | $117,854-65.3% | $69,631-41.3% |
| Participation rate | 68.7% | 77.5%-8.8pp | 79.7%-10.9pp | 70.7%-2.0pp |
| Annual return | 15.74% | 18.86%-3.1pp | 335.08%-319.3pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $829 | $1,889-56.1% | $3,786-78.1% | $2,032-59.2% |
| Participant deferral / active EE | $1,955 | $3,340-41.5% | $4,482-56.4% | $3,224-39.3% |
| Admin fee / account holder | $159 | $120+32.0% | $8,020-98.0% | $110+43.9% |