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 |
|---|---|---|
Filed as: CONSOLIDATED FINANCIAL Service code 26 5850 CENTURE DR. STE A · DUBLIN, OH 43017 | Advisory (Participants) | $14,855 |
SUMMIT FINANCIAL CORPORATION4+ years Filed as: SUMMIT BENEFIT SOLUTIONS, INC. Service code 15 · EIN 34-1888990 | Recordkeeping | $9,994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,909 | $37,196-38.4% | $154,107-85.1% | $55,725-58.9% |
| Participation rate | 40.3% | 64.1%-23.8pp | 83.0%-42.7pp | 70.9%-30.5pp |
| Annual return | -1.54% | 1319.68%-1321.2pp | 735.12%-736.7pp | 244.93%-246.5pp |
| Employer contribution / active EE | $349 | $1,614-78.4% | $5,298-93.4% | $2,078-83.2% |
| Participant deferral / active EE | $775 | $2,068-62.5% | $5,081-84.8% | $3,356-76.9% |
| Admin fee / account holder | $127 | $102+25.4% | $13,411-99.0% | $115+10.6% |