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.9+ years Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $22,447 |
INDEPENDENT FINANCIAL GROUP LLC9+ years Filed as: INDEPENDENT FINANCIAL GROUP Service code 26 12636 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Advisory (Participants) | $17,888 |
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 | $71,900 | $76,050-5.5% | $96,544-25.5% | $71,457+0.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 15.03% | 22.81%-7.8pp | 25.84%-10.8pp | 28.85%-13.8pp |
| Employer contribution / active EE | $2,307 | $2,244+2.8% | $2,965-22.2% | $2,588-10.9% |
| Participant deferral / active EE | $1,991 | $4,215-52.8% | $4,851-59.0% | $4,289-53.6% |
| Admin fee / account holder | $220 | $2,707-91.9% | $8,252-97.3% | $1,587-86.2% |