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 |
|---|---|---|
HIGHTOWER ADVISORS LLC1+ years Filed as: HIGHTOWER SECURITIES LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $36,360 |
FRIEDMAN & ANSPACH1+ years Filed as: FRIEDMAN LLP Service code 10 · EIN 13-1610809 | Accounting | $20,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,685 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $127,812 | $77,813+64.3% | $123,544+3.5% | $64,186+99.1% |
| Participation rate | 91.7% | 74.7%+17.0pp | 82.3%+9.4pp | 69.6%+22.1pp |
| Annual return | -2.25% | 12.48%-14.7pp | 119.20%-121.4pp | 7.63%-9.9pp |
| Employer contribution / active EE | $1,855 | $3,014-38.4% | $4,628-59.9% | $2,381-22.1% |
| Participant deferral / active EE | $9,513 | $5,240+81.6% | $6,426+48.1% | $3,470+174.2% |
| Admin fee / account holder | $457 | $5,519-91.7% | $9,284-95.1% | $4,888-90.7% |