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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,669 |
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $5,226 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,501 | $35,986+101.5% | $77,482-6.4% | $73,488-1.3% |
| Participation rate | 15.5% | 40.8%-25.3pp | 54.2%-38.7pp | 70.7%-55.2pp |
| Annual return | 11.75% | 19.26%-7.5pp | 54.79%-43.0pp | 28.51%-16.8pp |
| Employer contribution / active EE | $338 | $557-39.4% | $986-65.8% | $2,270-85.1% |
| Participant deferral / active EE | $817 | $1,198-31.8% | $1,861-56.1% | $3,740-78.1% |
| Admin fee / account holder | $530 | $466+13.9% | $2,858-81.4% | $513+3.4% |