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 |
|---|---|---|
SPERO SMITH4+ years Service code 27 50 PUBLIC SQUARE · CLEVELAND, OH 44113 | Advisory (Plan) | $22,125 |
NOBLE-DAVIS CONSULTING, INC.4+ years Filed as: NOBLE DAVIS CONSULTING Service code 13 · EIN 34-1723189 6190 COCHRAN ROAD · SOLON, OH 44139 | Contract Administrator | $7,380 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $4,355 |
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 | $105,589 | $62,586+68.7% | $76,768+37.5% | $64,186+64.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.01% | -1.95%-2.1pp | 2.43%-6.4pp | 7.63%-11.6pp |
| Employer contribution / active EE | $8,960 | $1,832+389.1% | $2,485+260.5% | $2,381+276.3% |
| Participant deferral / active EE | $3,625 | $3,145+15.3% | $3,852-5.9% | $3,470+4.5% |
| Admin fee / account holder | $267 | $4,667-94.3% | $6,675-96.0% | $4,888-94.5% |