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 14 · EIN 36-3132823 | Plan Administrator | $59,870 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 71-3182674 | Custodial (other than securities); Di... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,428 | $84,487+254.4% | $125,339+138.9% | $66,914+347.5% |
| Participation rate | 99.4% | 76.4%+23.0pp | 82.4%+17.1pp | 69.8%+29.6pp |
| Annual return | -16.42% | -8.39%-8.0pp | 572.05%-588.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $10,934 | $3,553+207.7% | $4,814+127.1% | $2,544+329.7% |
| Participant deferral / active EE | $9,872 | $6,781+45.6% | $7,446+32.6% | $4,237+133.0% |
| Admin fee / account holder | $245 | $685-64.2% | $10,010-97.5% | $593-58.6% |