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 SMITH6+ years Service code 27 50 PUBLIC SQUARE · CLEVELAND, OH 44113 | Advisory (Plan) | $20,642 |
Filed as: NOBLE-DAVIS CONSULTING Service code 13 · EIN 34-1723189 6190 COCHRAN ROAD · SOLON, OH 44139 | Contract Administrator | $6,717 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,844 | $78,422+74.5% | $95,952+42.6% | $79,858+71.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 17.03% | 19.37%-2.3pp | 91.61%-74.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $11,064 | $1,945+468.8% | $2,541+335.4% | $2,471+347.8% |
| Participant deferral / active EE | $3,135 | $3,440-8.9% | $4,167-24.8% | $3,740-16.2% |
| Admin fee / account holder | $217 | $5,622-96.1% | $6,795-96.8% | $5,306-95.9% |