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) | $18,084 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,883 |
Service code 10 · EIN 72-0738838 2000 KALISTE SALOOM RD · LAFAYETTE, LA 70508 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,955 | $54,558+9.9% | $76,002-21.1% | $74,546-19.6% |
| Participation rate | 80.4% | 60.3%+20.1pp | 69.1%+11.3pp | 67.2%+13.2pp |
| Annual return | 10.06% | 31.83%-21.8pp | 360.07%-350.0pp | 1366.03%-1356.0pp |
| Employer contribution / active EE | $1,739 | $1,778-2.2% | $2,688-35.3% | $2,624-33.7% |
| Participant deferral / active EE | $4,409 | $3,065+43.9% | $4,257+3.6% | $4,347+1.4% |
| Admin fee / account holder | $212 | $2,232-90.5% | $6,414-96.7% | $1,944-89.1% |