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 | $14,200 |
HIGHTOWER ADVISORS LLC2 years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $14,075 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,912 | $46,553+39.4% | $64,056+1.3% | $75,163-13.6% |
| Participation rate | 85.1% | 65.9%+19.1pp | 72.3%+12.8pp | 67.2%+17.9pp |
| Annual return | 8.13% | 26.03%-17.9pp | 33.69%-25.6pp | 160.62%-152.5pp |
| Employer contribution / active EE | $5,474 | $1,974+177.3% | $2,747+99.3% | $2,670+105.0% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $299 | $2,952-89.9% | $3,068-90.3% | $5,651-94.7% |