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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $150 |
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER ADVISORS, LLC Service code 26 · EIN 36-4500709 | Advisory (Participants) | $0 |
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 | $33,923 | $99,957-66.1% | $149,696-77.3% | $73,488-53.8% |
| Participation rate | 93.0% | 75.7%+17.3pp | 82.5%+10.6pp | 70.7%+22.4pp |
| Annual return | 23.97% | 53.87%-29.9pp | 276.60%-252.6pp | 28.51%-4.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,182 | $6,073-31.1% | $6,842-38.9% | $3,740+11.8% |
| Admin fee / account holder | $148 | $551-73.0% | $9,309-98.4% | $513-71.1% |