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 Filed as: NOBLE - DAVIS CONSULTING, INC. Service code 13 · EIN 34-1723189 30275 BAINBRIDGE ROAD · SOLON, OH 44139 | Contract Administrator | $11,199 |
BAIRD FUNDS1+ years Filed as: ROBERT W. BAIRD & CO. Service code 33 · EIN 39-6037917 200 PUBLIC SQUARE, SUITE 1600 · CLEVELAND, OH 44114 | Securities brokerage; Securities brok... | $145 |
MID ATLANTIC CAPITAL CORPORATION1+ years Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 26-0010549 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,502 | $54,320+51.9% | $67,652+22.0% | $52,331+57.7% |
| Participation rate | 69.2% | 73.6%-4.4pp | 75.7%-6.4pp | 68.1%+1.1pp |
| Annual return | 0.34% | 6.81%-6.5pp | 6625.04%-6624.7pp | 4.54%-4.2pp |
| Employer contribution / active EE | $642 | $1,544-58.4% | $2,266-71.7% | $1,882-65.9% |
| Participant deferral / active EE | $1,540 | $2,950-47.8% | $3,560-56.7% | $3,022-49.0% |
| Admin fee / account holder | $144 | $527-72.6% | $4,821-97.0% | $592-75.6% |