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.6+ years Service code 17 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Pension Consulting | $38,960 |
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 | $239,591 | $35,986+565.8% | $77,482+209.2% | $73,488+226.0% |
| Participation rate | 94.6% | 40.8%+53.7pp | 54.2%+40.4pp | 70.7%+23.9pp |
| Annual return | 14.14% | 19.26%-5.1pp | 54.79%-40.6pp | 28.51%-14.4pp |
| Employer contribution / active EE | $1,680 | $557+201.4% | $986+70.3% | $2,270-26.0% |
| Participant deferral / active EE | $6,156 | $1,198+414.0% | $1,861+230.8% | $3,740+64.6% |
| Admin fee / account holder | $390 | $466-16.3% | $2,858-86.4% | $513-24.0% |