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 |
|---|---|---|
Filed as: BECHER, DELLATORRE, GITTO & COMPANY Service code 10 · EIN 22-2625944 | Accounting | $13,800 |
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $8,885 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,400 | $42,894+1.2% | $60,874-28.7% | $68,494-36.6% |
| Participation rate | 86.4% | 66.8%+19.6pp | 73.1%+13.3pp | 67.9%+18.5pp |
| Annual return | -9.11% | -13.98%+4.9pp | 16.90%-26.0pp | -7.84%-1.3pp |
| Employer contribution / active EE | $5,534 | $1,978+179.8% | $2,701+104.9% | $2,596+113.1% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $177 | $3,101-94.3% | $3,224-94.5% | $5,403-96.7% |