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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 26 · EIN 59-2937883 10883 PEARL ROAD, SUITE 302 · STRONGSVILLE, OH 44136 | Advisory (Participants) | $14,980 |
NOBLE-DAVIS CONSULTING, INC.2+ years Service code 13 · EIN 34-1723189 6190 COCHRAN ROAD · SOLON, OH 44139 | Contract Administrator | $8,699 |
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 | $38,488 | $64,909-40.7% | $82,313-53.2% | $62,292-38.2% |
| Participation rate | 78.5% | 74.9%+3.6pp | 76.9%+1.6pp | 69.5%+9.0pp |
| Annual return | 17.60% | 21.18%-3.6pp | 25.88%-8.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $3,557 | $1,676+112.3% | $2,428+46.5% | $2,042+74.2% |
| Participant deferral / active EE | $4,409 | $3,103+42.1% | $3,706+19.0% | $3,169+39.1% |
| Admin fee / account holder | $144 | $440-67.2% | $5,608-97.4% | $479-69.9% |