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 8-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 |
|---|---|---|
Filed as: HOWARD SIMON & ASSOCIATES Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $33,826 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,460 | $54,517-58.8% | $75,972-70.4% | $74,495-69.9% |
| Participation rate | 94.5% | 60.3%+34.2pp | 69.1%+25.5pp | 67.2%+27.3pp |
| Annual return | 9.95% | 31.82%-21.9pp | 359.55%-349.6pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $825 | $1,777-53.6% | $2,685-69.3% | $2,623-68.5% |
| Participant deferral / active EE | $1,988 | $3,066-35.1% | $4,255-53.3% | $4,346-54.2% |
| Admin fee / account holder | $109 | $2,229-95.1% | $6,467-98.3% | $1,942-94.4% |