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 9-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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,624 |
SUMMIT FINANCIAL CORPORATION2 years Filed as: SUMMIT GROUP RETIREMENT Service code 27 431 EXTON COMMONS · EXTON, PA 19341 | Advisory (Plan) | $13,167 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,038 | $45,343-69.0% | $150,298-90.7% | $67,986-79.4% |
| Participation rate | 96.9% | 51.9%+45.1pp | 77.8%+19.2pp | 57.2%+39.7pp |
| Annual return | 11.71% | 33.28%-21.6pp | 62.79%-51.1pp | 31.67%-20.0pp |
| Employer contribution / active EE | $2,228 | $1,462+52.4% | $4,154-46.4% | $2,019+10.4% |
| Participant deferral / active EE | $1,859 | $2,055-9.5% | $5,453-65.9% | $3,358-44.6% |
| Admin fee / account holder | $146 | $2,250-93.5% | $14,116-99.0% | $3,203-95.4% |