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 year Filed as: HIGHTOWER SECURITIES LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $83,333 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,989 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$37,825 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $165,003 | $65,223+153.0% | $80,019+106.2% | $55,725+196.1% |
| Participation rate | 99.0% | 80.6%+18.4pp | 75.8%+23.2pp | 70.9%+28.1pp |
| Annual return | -6.21% | 7.59%-13.8pp | 11.22%-17.4pp | 244.93%-251.1pp |
| Employer contribution / active EE | $6,284 | $2,544+147.0% | $2,468+154.6% | $2,078+202.4% |
| Participant deferral / active EE | $10,774 | $3,881+177.6% | $3,686+192.3% | $3,356+221.1% |
| Admin fee / account holder | $64 | $114-44.0% | $6,521-99.0% | $115-44.5% |