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.4+ years Service code 17 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Pension Consulting | $50,321 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $170,921 | $28,109+508.1% | $71,086+140.4% | $56,287+203.7% |
| Participation rate | 94.6% | 40.4%+54.2pp | 54.7%+39.9pp | 69.9%+24.7pp |
| Annual return | -3.15% | -615.05%+611.9pp | 650.59%-653.7pp | -9.96%+6.8pp |
| Employer contribution / active EE | $3,672 | $558+558.6% | $1,088+237.6% | $2,111+74.0% |
| Participant deferral / active EE | $5,306 | $1,116+375.6% | $1,874+183.1% | $3,350+58.4% |
| Admin fee / account holder | $302 | $585-48.4% | $3,082-90.2% | $521-42.1% |