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 | $87,870-6.8% | $113,168-27.7% | $74,304+10.2% |
| Participation rate | 74.8% | 70.7%+4.1pp | 76.6%-1.8pp | 60.3%+14.5pp |
| Annual return | 15.21% | 26.44%-11.2pp | 24.27%-9.1pp | 29.43%-14.2pp |
| Employer contribution / active EE | $123 | $2,277-94.6% | $2,975-95.9% | $2,241-94.5% |
| Participant deferral / active EE | $4,138 | $4,241-2.4% | $5,107-19.0% | $3,767+9.8% |
| Admin fee / account holder | $28 | $3,368-99.2% | $12,068-99.8% | $2,969-99.0% |