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 Service code 27 200 WEST MADISON ST · CHICAGO, IL 60606 | Advisory (Plan) | $9,787 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,953 | $50,637-9.3% | $86,590-46.9% | $62,292-26.2% |
| Participation rate | 42.0% | 67.9%-25.9pp | 73.5%-31.5pp | 69.5%-27.5pp |
| Annual return | 14.23% | 20.80%-6.6pp | 964.84%-950.6pp | 28.90%-14.7pp |
| Employer contribution / active EE | $254 | $2,075-87.7% | $2,839-91.0% | $2,042-87.5% |
| Participant deferral / active EE | $2,433 | $2,611-6.8% | $3,609-32.6% | $3,169-23.2% |
| Admin fee / account holder | $216 | $413-47.7% | $4,906-95.6% | $479-54.9% |