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.3+ years Filed as: HOWARD SIMON & ASSOCIATES Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $27,142 |
SHERIDAN ROAD ADVISORS LLC3+ years Filed as: SHERIDAN ROAD FINANCIAL, LLC Service code 10 707 SKOKIE BOULEVARD, SUITE 250 · NORTHBROOK, IL 60062 | Accounting | $15,109 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities); Tr... | $5,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,715 | $44,059+8.3% | $71,671-33.4% | $69,631-31.5% |
| Participation rate | 35.6% | 60.8%-25.1pp | 68.7%-33.1pp | 70.7%-35.1pp |
| Annual return | 17.34% | 21.97%-4.6pp | 20.65%-3.3pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $608 | $1,305-53.4% | $2,460-75.3% | $2,032-70.1% |
| Participant deferral / active EE | $1,705 | $2,370-28.0% | $3,438-50.4% | $3,224-47.1% |
| Admin fee / account holder | $253 | $108+135.4% | $5,558-95.4% | $110+129.5% |