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 LLC1 year Filed as: HIGHTOWER SECURITIES LLC Service code 27 · EIN 36-4454225 | Advisory (Plan) | $9,333 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,006 |
SYNOVUS TRUST COMPANY5+ years Filed as: SYNOVUS SECURITIES Service code 55 · EIN 58-1625031 | Other Commissions | $2,425 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,164 | $99,957-45.8% | $149,696-63.8% | $73,488-26.3% |
| Participation rate | 71.4% | 75.7%-4.3pp | 82.5%-11.1pp | 70.7%+0.7pp |
| Annual return | 17.50% | 53.87%-36.4pp | 276.60%-259.1pp | 28.51%-11.0pp |
| Employer contribution / active EE | $2,917 | $3,191-8.6% | $4,644-37.2% | $2,270+28.5% |
| Participant deferral / active EE | $5,422 | $6,073-10.7% | $6,842-20.8% | $3,740+45.0% |
| Admin fee / account holder | $72 | $551-87.0% | $9,309-99.2% | $513-86.0% |