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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 28 · EIN 59-1237041 10883 PEARL RD SUITE 302 · STRONGSVILLE, OH 44136 | Investment Management | $9,975 |
NOBLE-DAVIS CONSULTING, INC.4+ years Service code 13 · EIN 34-1723189 6190 COCHRAN ROAD · SOLON, OH 44139 | Contract Administrator | $4,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,206 | $42,548-3.2% | $74,550-44.7% | $56,287-26.8% |
| Participation rate | 34.7% | 60.5%-25.8pp | 69.1%-34.5pp | 69.9%-35.2pp |
| Annual return | -6.20% | 12.40%-18.6pp | 32.53%-38.7pp | -9.96%+3.8pp |
| Employer contribution / active EE | $403 | $855-52.8% | $1,961-79.4% | $2,111-80.9% |
| Participant deferral / active EE | $796 | $2,277-65.0% | $3,108-74.4% | $3,350-76.2% |
| Admin fee / account holder | $284 | $467-39.2% | $5,060-94.4% | $521-45.5% |