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 |
|---|---|---|
HOWARD SIMON & ASSOCIATES, INC.5+ years Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $27,614 |
INDEPENDENT FINANCIAL GROUP LLC5+ years Filed as: INDEPENDENT FINANCIAL GROUP Service code 26 12636 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Advisory (Participants) | $22,400 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (securities); Custodial (ot... | $7,752 |
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 | $66,606 | $65,376+1.9% | $87,100-23.5% | $65,185+2.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 19.21% | 31.27%-12.1pp | 28.19%-9.0pp | 29.38%-10.2pp |
| Employer contribution / active EE | $2,395 | $1,822+31.4% | $2,521-5.0% | $2,177+10.0% |
| Participant deferral / active EE | $2,193 | $3,388-35.3% | $4,049-45.8% | $3,514-37.6% |
| Admin fee / account holder | $255 | $520-51.0% | $7,497-96.6% | $847-69.9% |