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 LLC6 years Service code 27 · EIN 36-4500709 | Advisory (Plan) | $80,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,727 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,941 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $472,092 | $91,407+416.5% | $135,903+247.4% | $71,457+560.7% |
| Participation rate | 87.9% | 75.7%+12.3pp | 81.9%+6.0pp | 67.9%+20.0pp |
| Annual return | 20.56% | 29.90%-9.3pp | 68.23%-47.7pp | 28.85%-8.3pp |
| Employer contribution / active EE | $4,273 | $3,703+15.4% | $4,856-12.0% | $2,588+65.1% |
| Participant deferral / active EE | $10,505 | $7,092+48.1% | $7,758+35.4% | $4,289+144.9% |
| Admin fee / account holder | $396 | $1,266-68.7% | $10,762-96.3% | $1,587-75.1% |