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 | $11,376 |
HIGHTOWER ADVISORS LLC3 years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $5,842 |
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 | $60,190 | $26,549+126.7% | $61,373-1.9% | $66,914-10.0% |
| Participation rate | 8.8% | 38.1%-29.3pp | 52.6%-43.8pp | 69.8%-61.0pp |
| Annual return | -13.09% | -16.21%+3.1pp | 338.61%-351.7pp | 1.58%-14.7pp |
| Employer contribution / active EE | $278 | $651-57.4% | $1,159-76.1% | $2,544-89.1% |
| Participant deferral / active EE | $496 | $1,338-62.9% | $2,125-76.6% | $4,237-88.3% |
| Admin fee / account holder | $581 | $409+42.2% | $2,130-72.7% | $593-2.1% |