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 NETWORK Service code 27 · EIN 36-4500709 | Advisory (Plan) | $45,730 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY PLAN ADVISORS AT HIGHTOW Service code 31 · EIN 36-4500709 | Named fiduciary | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,038 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $176,555 | $75,284+134.5% | $91,001+94.0% | $69,631+153.6% |
| Participation rate | 97.9% | 80.4%+17.5pp | 75.6%+22.3pp | 70.7%+27.2pp |
| Annual return | 18.19% | 48.40%-30.2pp | 4.60%+13.6pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $6,087 | $2,473+146.2% | $2,456+147.9% | $2,032+199.5% |
| Participant deferral / active EE | $10,207 | $3,700+175.9% | $3,547+187.7% | $3,224+216.6% |
| Admin fee / account holder | $70 | $111-37.0% | $5,417-98.7% | $110-36.9% |