See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HOWARD SIMON & ASSOCIATES, INC.10+ years Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $23,813 |
INDEPENDENT FINANCIAL GROUP LLC10+ years Filed as: INDEPENDENT FINANCIAL GROUP Service code 26 12636 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Advisory (Participants) | $19,615 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,305 | $79,171+0.2% | $102,423-22.6% | $74,495+6.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 13.05% | 54.93%-41.9pp | 29.32%-16.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $2,440 | $2,362+3.3% | $3,023-19.3% | $2,623-7.0% |
| Participant deferral / active EE | $2,111 | $4,415-52.2% | $5,053-58.2% | $4,346-51.4% |
| Admin fee / account holder | $221 | $2,001-89.0% | $9,451-97.7% | $1,942-88.6% |