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 |
|---|---|---|
HIGHTOWER ADVISORS LLC4 years Service code 27 · EIN 36-4500709 | Advisory (Plan) | $66,667 |
OCTOBER THREE CONSULTING LLC2 years Service code 11 | Actuarial | $18,540 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,648 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $567,558 | $104,475+443.2% | $159,436+256.0% | $79,386+614.9% |
| Participation rate | 94.7% | 76.6%+18.1pp | 82.8%+11.9pp | 70.7%+24.0pp |
| Annual return | 17.04% | 67.95%-50.9pp | 263.57%-246.5pp | 116.85%-99.8pp |
| Employer contribution / active EE | $7,722 | $3,417+126.0% | $4,829+59.9% | $2,427+218.1% |
| Participant deferral / active EE | $12,531 | $6,467+93.8% | $7,352+70.4% | $4,046+209.7% |
| Admin fee / account holder | $279 | $711-60.8% | $10,799-97.4% | $626-55.5% |