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 |
|---|---|---|
NOBLE-DAVIS CONSULTING, INC.3+ years Service code 13 · EIN 34-1723189 6190 COCHRAN RD. SUITE 6 · SOLON, OH 44139 | Contract Administrator | $10,602 |
BKD, LLP3+ years Filed as: DIXON, HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $7,976 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,584 | $51,466-69.7% | $78,778-80.2% | $62,292-75.0% |
| Participation rate | 95.1% | 59.8%+35.3pp | 69.2%+25.9pp | 69.5%+25.6pp |
| Annual return | 14.98% | 19.96%-5.0pp | 35.62%-20.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $245 | $827-70.3% | $1,986-87.6% | $2,042-88.0% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $99 | $489-79.7% | $5,134-98.1% | $479-79.3% |