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 |
|---|---|---|
Filed as: FIDUCIARY PLAN CONSULTANTS, LLC Service code 16 · EIN 47-1186155 | Consulting | $43,750 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,475 |
HIGHTOWER ADVISORS LLC1 year Service code 27 · EIN 36-4500709 | Advisory (Plan) | $20,833 |
HIGHTOWER ADVISORS LLC2 years Filed as: HIGHTOWER SECURITIES LLC Service code 27 · EIN 36-4454225 | Advisory (Plan) | $10,417 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,559 |
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 | $199,483 | $74,347+168.3% | $93,606+113.1% | $67,579+195.2% |
| Participation rate | 94.2% | 80.6%+13.6pp | 75.8%+18.4pp | 71.3%+22.9pp |
| Annual return | 25.64% | 28.07%-2.4pp | 32.76%-7.1pp | 378.56%-352.9pp |
| Employer contribution / active EE | $6,636 | $2,583+156.9% | $2,718+144.2% | $2,148+209.0% |
| Participant deferral / active EE | $11,635 | $4,060+186.6% | $4,069+186.0% | $3,539+228.7% |
| Admin fee / account holder | $83 | $123-32.7% | $7,888-99.0% | $142-42.0% |