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.1+ years Service code 13 · EIN 34-1723189 30275 BAINBRIDGE ROAD · SOLON, OH 44139 | Contract Administrator | $2,613 |
MID ATLANTIC CAPITAL CORPORATION1+ years Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Securities Custodian | $0 |
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 | $117,079 | $46,360+152.5% | $147,614-20.7% | $52,331+123.7% |
| Participation rate | 90.4% | 64.9%+25.5pp | 84.6%+5.8pp | 68.1%+22.3pp |
| Annual return | -0.43% | 1.62%-2.0pp | 61.98%-62.4pp | 4.54%-5.0pp |
| Employer contribution / active EE | $5,688 | $2,126+167.5% | $5,564+2.2% | $1,882+202.3% |
| Participant deferral / active EE | $3,988 | $2,258+76.6% | $4,895-18.5% | $3,022+31.9% |
| Admin fee / account holder | $23 | $766-97.0% | $11,611-99.8% | $592-96.1% |