See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SUMMIT CPA GROUP5 years Service code 10 · EIN 11-3730017 9815 DAWSONS CREEK BLVD · FT. WAYNE, IN 46825 | Accounting | $8,100 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,281 | $61,156+8.4% | $185,823-64.3% | $79,386-16.5% |
| Participation rate | 76.1% | 66.6%+9.4pp | 81.7%-5.6pp | 70.7%+5.4pp |
| Annual return | 12.98% | 19.45%-6.5pp | 122.05%-109.1pp | 116.85%-103.9pp |
| Employer contribution / active EE | $868 | $2,321-62.6% | $5,167-83.2% | $2,427-64.2% |
| Participant deferral / active EE | $4,745 | $2,789+70.2% | $5,568-14.8% | $4,046+17.3% |
| Admin fee / account holder | $274 | $710-61.3% | $16,237-98.3% | $626-56.2% |