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 17 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Pension Consulting | $55,164 |
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 | $200,417 | $31,679+532.6% | $74,701+168.3% | $65,185+207.5% |
| Participation rate | 94.8% | 40.4%+54.5pp | 54.5%+40.3pp | 70.2%+24.6pp |
| Annual return | 19.24% | 39.04%-19.8pp | 752.92%-733.7pp | 29.38%-10.1pp |
| Employer contribution / active EE | $3,827 | $566+576.1% | $1,084+253.2% | $2,177+75.8% |
| Participant deferral / active EE | $5,595 | $1,191+369.8% | $1,964+184.9% | $3,514+59.2% |
| Admin fee / account holder | $321 | $379-15.2% | $3,333-90.4% | $847-62.1% |