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 | $41,177 |
HIGHTOWER ADVISORS LLC2 years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $19,512 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,927 | $32,117+102.2% | $71,086-8.7% | $64,186+1.2% |
| Participation rate | 95.7% | 42.7%+53.0pp | 54.7%+41.1pp | 69.6%+26.1pp |
| Annual return | -5.89% | -5.57%-0.3pp | 650.59%-656.5pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,669 | $712+415.1% | $1,088+237.3% | $2,381+54.1% |
| Participant deferral / active EE | $4,825 | $1,263+282.0% | $1,874+157.4% | $3,470+39.1% |
| Admin fee / account holder | $420 | $2,759-84.8% | $3,082-86.4% | $4,888-91.4% |