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 SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 26 · EIN 59-2937883 10883 PEARL ROAD, SUITE 302 · STRONGSVILLE, OH 44136 | Advisory (Participants) | $18,218 |
NOBLE-DAVIS CONSULTING, INC.3+ years Service code 13 · EIN 34-1723189 6190 COCHRAN ROAD · SOLON, OH 44139 | Contract Administrator | $9,558 |
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 | $34,563 | $59,186-41.6% | $76,768-55.0% | $56,287-38.6% |
| Participation rate | 89.3% | 75.2%+14.1pp | 77.0%+12.4pp | 69.9%+19.5pp |
| Annual return | -5.63% | 6.62%-12.2pp | 2.43%-8.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $3,120 | $1,759+77.4% | $2,485+25.6% | $2,111+47.8% |
| Participant deferral / active EE | $3,993 | $3,255+22.7% | $3,852+3.7% | $3,350+19.2% |
| Admin fee / account holder | $160 | $489-67.2% | $6,675-97.6% | $521-69.2% |