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 5-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 LLC1 year Service code 27 · EIN 36-4500709 | Advisory (Plan) | $55,447 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $34,480 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,826 | $106,028-41.7% | $146,958-57.9% | $77,643-20.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 17.47% | 56.73%-39.3pp | 418.34%-400.9pp | 31.24%-13.8pp |
| Employer contribution / active EE | $8 | $4,063-99.8% | $4,933-99.8% | $2,726-99.7% |
| Participant deferral / active EE | $6,848 | $7,990-14.3% | $8,070-15.1% | $4,647+47.4% |
| Admin fee / account holder | $112 | $337-66.7% | $12,998-99.1% | $430-73.9% |