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.7+ years Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $27,771 |
INDEPENDENT FINANCIAL GROUP LLC7+ years Filed as: INDEPENDENT FINANCIAL GROUP Service code 26 12636 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Advisory (Participants) | $23,741 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,375 | $84,936-13.6% | $111,297-34.1% | $79,386-7.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 12.60% | 17.45%-4.9pp | 54.65%-42.0pp | 116.85%-104.2pp |
| Employer contribution / active EE | $2,205 | $1,979+11.4% | $2,731-19.3% | $2,427-9.2% |
| Participant deferral / active EE | $2,295 | $3,888-41.0% | $4,487-48.8% | $4,046-43.3% |
| Admin fee / account holder | $213 | $537-60.4% | $7,964-97.3% | $626-66.1% |