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 9-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 Filed as: HIGHTOWER ADVISORS, LLC Service code 26 · EIN 36-4500709 200 W. MADISON ST. · CHICAGO, IL 60606 | Advisory (Participants) | $16,111 |
Service code 26 35 BEDFORD STREET, SUITE 15 · LEXINGTON, MA 02420 | Advisory (Participants) | $7,924 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,363 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,661 | $41,078-61.9% | $80,569-80.6% | $71,457-78.1% |
| Participation rate | 91.5% | 50.2%+41.3pp | 67.0%+24.5pp | 67.9%+23.6pp |
| Annual return | 15.62% | 38.45%-22.8pp | 935.43%-919.8pp | 28.85%-13.2pp |
| Employer contribution / active EE | $493 | $1,506-67.2% | $2,723-81.9% | $2,588-80.9% |
| Participant deferral / active EE | $1,843 | $2,699-31.7% | $4,447-58.6% | $4,289-57.0% |
| Admin fee / account holder | $219 | $1,840-88.1% | $5,377-95.9% | $1,587-86.2% |