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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES7+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 28 · EIN 59-1237041 10883 PEARL RD SUITE 302 · STRONGSVILLE, OH 44136 | Investment Management | $15,971 |
NOBLE-DAVIS CONSULTING, INC.7+ years Service code 64 · EIN 34-1723189 6190 COCHRAN ROAD · SOLON, OH 44139 | Recordkeeping Fees | $15,691 |
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 | $71,415 | $59,263+20.5% | $96,562-26.0% | $79,386-10.0% |
| Participation rate | 28.9% | 61.9%-33.0pp | 69.8%-41.0pp | 70.7%-41.8pp |
| Annual return | 13.56% | 27.07%-13.5pp | 37.78%-24.2pp | 116.85%-103.3pp |
| Employer contribution / active EE | $442 | $1,216-63.7% | $2,356-81.3% | $2,427-81.8% |
| Participant deferral / active EE | $843 | $2,948-71.4% | $3,849-78.1% | $4,046-79.2% |
| Admin fee / account holder | $411 | $658-37.5% | $6,181-93.3% | $626-34.4% |