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.8+ years Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $31,836 |
INDEPENDENT FINANCIAL GROUP LLC8+ years Filed as: INDEPENDENT FINANCIAL GROUP Service code 26 12636 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Advisory (Participants) | $21,136 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,781 | $65,435+21.9% | $86,677-8.0% | $66,914+19.2% |
| Participation rate | 96.1% | 75.5%+20.6pp | 76.6%+19.5pp | 69.8%+26.2pp |
| Annual return | -14.46% | -10.89%-3.6pp | 35.91%-50.4pp | 1.58%-16.0pp |
| Employer contribution / active EE | $2,302 | $2,153+6.9% | $2,836-18.8% | $2,544-9.5% |
| Participant deferral / active EE | $2,166 | $4,100-47.2% | $4,656-53.5% | $4,237-48.9% |
| Admin fee / account holder | $323 | $642-49.7% | $7,493-95.7% | $593-45.6% |