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 LLC2 years Filed as: HIGHTOWER SECURITIES LLC Service code 27 · EIN 36-4454225 | Advisory (Plan) | $14,000 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $14,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,412 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,451 | $104,475-46.0% | $159,436-64.6% | $79,386-28.9% |
| Participation rate | 92.9% | 76.6%+16.2pp | 82.8%+10.0pp | 70.7%+22.2pp |
| Annual return | 17.71% | 67.95%-50.2pp | 263.57%-245.9pp | 116.85%-99.1pp |
| Employer contribution / active EE | $4,163 | $3,417+21.9% | $4,829-13.8% | $2,427+71.5% |
| Participant deferral / active EE | $6,001 | $6,467-7.2% | $7,352-18.4% | $4,046+48.3% |
| Admin fee / account holder | $123 | $711-82.6% | $10,799-98.9% | $626-80.3% |