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 4-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 |
|---|---|---|
HOWARD SIMON & ASSOCIATES, INC.4+ years Filed as: HOWARDSIMON, INC. Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $13,570 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,918 | $101,724-57.8% | $164,813-74.0% | $80,856-46.9% |
| Participation rate | 76.4% | 71.8%+4.6pp | 78.6%-2.2pp | 67.6%+8.8pp |
| Annual return | 16.77% | 16.72%+0.1pp | 69.93%-53.2pp | 35.59%-18.8pp |
| Employer contribution / active EE | $2,127 | $2,953-28.0% | $4,341-51.0% | $2,755-22.8% |
| Participant deferral / active EE | $5,680 | $4,477+26.9% | $6,031-5.8% | $4,296+32.2% |
| Admin fee / account holder | $152 | $8,227-98.2% | $12,690-98.8% | $6,918-97.8% |