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) | $15,151 |
SUMMIT FINANCIAL CORPORATION5+ years Filed as: SUMMIT BENEFIT SOLUTIONS, INC. Service code 15 · EIN 34-1888990 | Recordkeeping | $10,829 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,583 | $62,928-62.5% | $172,739-86.3% | $67,579-65.1% |
| Participation rate | 28.7% | 64.5%-35.8pp | 82.6%-54.0pp | 71.3%-42.6pp |
| Annual return | 19.72% | 30.36%-10.6pp | 802.84%-783.1pp | 378.56%-358.8pp |
| Employer contribution / active EE | $333 | $1,636-79.6% | $5,143-93.5% | $2,148-84.5% |
| Participant deferral / active EE | $604 | $2,145-71.8% | $5,198-88.4% | $3,539-82.9% |
| Admin fee / account holder | $139 | $167-16.5% | $13,954-99.0% | $142-2.3% |