See peer percentile detail. $4.99 for your first month.
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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.3+ years Filed as: NOBLE - DAVIS CONSULTING, INC. Service code 13 · EIN 34-1723189 6190 COCHRAN RD · SOLON, OH 44139 | Contract Administrator | $8,056 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 1208 SIX FORKS RD., SUITE 1700 · RALEIGH, NC 27609 | Investment Management | $6,685 |
BAIRD FUNDS3+ years Filed as: ROBERT W. BAIRD & CO. Service code 33 · EIN 39-6037917 200 PUBLIC SQUARE, SUITE 1600 · CLEVELAND, OH 44114 | Securities brokerage commissions and ... | $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 | $116,582 | $67,606+72.4% | $82,313+41.6% | $70,131+66.2% |
| Participation rate | 63.4% | 72.8%-9.3pp | 76.9%-13.5pp | 69.5%-6.1pp |
| Annual return | 18.71% | 21.57%-2.9pp | 25.88%-7.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $695 | $1,755-60.4% | $2,428-71.4% | $2,342-70.3% |
| Participant deferral / active EE | $1,683 | $2,987-43.7% | $3,706-54.6% | $3,332-49.5% |
| Admin fee / account holder | $293 | $4,512-93.5% | $5,608-94.8% | $4,645-93.7% |