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.5+ years Filed as: HOWARD SIMON & ASSOCIATES Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $28,023 |
SHERIDAN ROAD ADVISORS LLC5+ years Filed as: SHERIDAN ROAD FINANCIAL, LLC Service code 10 707 SKOKIE BOULEVARD, SUITE 250 · NORTHBROOK, IL 60062 | Accounting | $12,064 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Trustee (directed); Custodial (other ... | $5,935 |
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 | $51,496 | $46,423+10.9% | $75,886-32.1% | $67,579-23.8% |
| Participation rate | 32.4% | 63.1%-30.7pp | 69.3%-36.9pp | 71.3%-38.9pp |
| Annual return | 24.24% | 32.29%-8.1pp | 30.76%-6.5pp | 378.56%-354.3pp |
| Employer contribution / active EE | $528 | $1,406-62.5% | $2,500-78.9% | $2,148-75.4% |
| Participant deferral / active EE | $1,421 | $2,564-44.6% | $3,603-60.5% | $3,539-59.8% |
| Admin fee / account holder | $234 | $132+77.9% | $5,418-95.7% | $142+64.8% |