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.11+ years Service code 37 · EIN 36-3132823 | Loan Processing | $3,575 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27 50082 AMERIPRISE CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $0 |
NATIONWIDE11+ years Filed as: NATIONWIDE TRUST COMPANY Service code 19 · EIN 31-4156830 | Securities Custodian | $0 |
Employer 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 | $81,871 | $85,515-4.3% | $112,040-26.9% | $67,986+20.4% |
| Participation rate | 74.8% | 68.2%+6.6pp | 76.5%-1.7pp | 57.2%+17.6pp |
| Annual return | 15.21% | 29.68%-14.5pp | 24.52%-9.3pp | 31.67%-16.5pp |
| Employer contribution / active EE | $123 | $2,191-94.4% | $2,954-95.8% | $2,019-93.9% |
| Participant deferral / active EE | $4,138 | $4,014+3.1% | $5,098-18.8% | $3,358+23.2% |
| Admin fee / account holder | $28 | $3,774-99.3% | $12,098-99.8% | $3,203-99.1% |