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: SUMMIT BENEFIT Service code 15 · EIN 93-1098102 PO BOX 10108 · EUGENE, OR 97440 | Recordkeeping | $12,070 |
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 | $14,544 | $42,396-65.7% | $67,313-78.4% | $56,287-74.2% |
| Participation rate | 79.2% | 61.0%+18.2pp | 69.1%+10.1pp | 69.9%+9.4pp |
| Annual return | -7.46% | -36.63%+29.2pp | -4.08%-3.4pp | -9.96%+2.5pp |
| Employer contribution / active EE | $1,479 | $1,414+4.6% | $2,566-42.4% | $2,111-29.9% |
| Participant deferral / active EE | $2,260 | $2,360-4.2% | $3,568-36.7% | $3,350-32.5% |
| Admin fee / account holder | $100 | $510-80.4% | $4,507-97.8% | $521-80.9% |