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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $36,994 |
HOWARD SIMON & ASSOCIATES, INC.6+ years Service code 15 · EIN 36-3132823 | Recordkeeping | $2,515 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $88,714 | $64,286+38.0% | $90,951-2.5% | $73,409+20.8% |
| Participation rate | 48.8% | 63.6%-14.8pp | 69.0%-20.3pp | 72.2%-23.4pp |
| Annual return | 13.45% | 21.45%-8.0pp | 134.60%-121.2pp | 59.29%-45.8pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,898 | $2,453+58.9% | $3,373+15.6% | $3,805+2.4% |
| Admin fee / account holder | $223 | $287-22.2% | $5,959-96.3% | $158+41.4% |