See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $70,690 |
HIGHTOWER ADVISORS LLC5 years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $30,597 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,288 | $106,028-47.9% | $146,958-62.4% | $77,643-28.8% |
| Participation rate | 93.7% | 78.4%+15.3pp | 82.2%+11.5pp | 70.6%+23.1pp |
| Annual return | 16.30% | 56.73%-40.4pp | 418.34%-402.0pp | 31.24%-14.9pp |
| Employer contribution / active EE | $2,213 | $4,063-45.5% | $4,933-55.1% | $2,726-18.8% |
| Participant deferral / active EE | $6,799 | $7,990-14.9% | $8,070-15.8% | $4,647+46.3% |
| Admin fee / account holder | $261 | $337-22.7% | $12,998-98.0% | $430-39.4% |