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 | $46,317 |
HIGHTOWER ADVISORS LLC3 years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $20,920 |
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 | $82,638 | $34,308+140.9% | $74,701+10.6% | $72,985+13.2% |
| Participation rate | 98.5% | 42.4%+56.1pp | 54.5%+44.1pp | 69.5%+29.0pp |
| Annual return | 22.27% | 26.58%-4.3pp | 752.92%-730.7pp | 81.00%-58.7pp |
| Employer contribution / active EE | $4,114 | $692+494.9% | $1,084+279.7% | $2,440+68.6% |
| Participant deferral / active EE | $5,331 | $1,271+319.3% | $1,964+171.5% | $3,607+47.8% |
| Admin fee / account holder | $473 | $2,124-77.7% | $3,333-85.8% | $5,124-90.8% |