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 |
|---|---|---|
SUMMIT CPA GROUP6 years Service code 10 · EIN 11-3730017 9815 DAWSONS CREEK BLVD · FT. WAYNE, IN 46825 | Accounting | $8,909 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,150 | $65,061+4.7% | $143,757-52.6% | $66,914+1.8% |
| Participation rate | 74.3% | 65.2%+9.2pp | 80.3%-6.0pp | 69.8%+4.5pp |
| Annual return | -14.12% | -11.14%-3.0pp | -0.04%-14.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,107 | $2,361-53.1% | $4,951-77.6% | $2,544-56.5% |
| Participant deferral / active EE | $6,265 | $2,919+114.6% | $5,637+11.1% | $4,237+47.9% |
| Admin fee / account holder | $289 | $502-42.4% | $14,673-98.0% | $593-51.3% |