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 17 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Pension Consulting | $43,205 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,079 | $26,549+664.9% | $61,373+230.9% | $66,914+203.5% |
| Participation rate | 92.7% | 38.1%+54.6pp | 52.6%+40.1pp | 69.8%+22.9pp |
| Annual return | -14.30% | -16.21%+1.9pp | 338.61%-352.9pp | 1.58%-15.9pp |
| Employer contribution / active EE | $2,656 | $651+307.7% | $1,159+129.1% | $2,544+4.4% |
| Participant deferral / active EE | $5,564 | $1,338+315.8% | $2,125+161.8% | $4,237+31.3% |
| Admin fee / account holder | $259 | $409-36.7% | $2,130-87.9% | $593-56.4% |