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 SERVICES6+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 28 · EIN 59-1237041 10883 PEARL RD SUITE 302 · STRONGSVILLE, OH 44136 | Investment Management | $11,601 |
NOBLE-DAVIS CONSULTING, INC.6+ years Service code 13 · EIN 34-1723189 6190 COCHRAN ROAD · SOLON, OH 44139 | Contract Administrator | $2,364 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,460 | $54,573+10.8% | $90,951-33.5% | $73,488-17.7% |
| Participation rate | 33.7% | 61.2%-27.5pp | 69.0%-35.3pp | 70.7%-37.0pp |
| Annual return | 14.65% | 16.69%-2.0pp | 134.60%-120.0pp | 28.51%-13.9pp |
| Employer contribution / active EE | $487 | $991-50.8% | $2,122-77.0% | $2,270-78.5% |
| Participant deferral / active EE | $899 | $2,517-64.3% | $3,373-73.3% | $3,740-76.0% |
| Admin fee / account holder | $331 | $521-36.5% | $5,959-94.4% | $513-35.4% |