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 LLC4 years Filed as: HIGHTOWER ADVISORS, LLC Service code 15 · EIN 36-4500709 | Recordkeeping | $57,185 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,298 |
SIKICH LLP2 years Filed as: SIKICH CPA LLC Service code 15 · EIN 54-1172176 | Recordkeeping | $13,208 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,441 | $96,484+83.9% | $156,263+13.6% | $74,304+138.8% |
| Participation rate | 90.6% | 67.7%+22.9pp | 78.9%+11.7pp | 60.3%+30.2pp |
| Annual return | 15.64% | 17.73%-2.1pp | 59.47%-43.8pp | 29.43%-13.8pp |
| Employer contribution / active EE | $11,396 | $2,528+350.7% | $4,333+163.0% | $2,241+408.5% |
| Participant deferral / active EE | $3,001 | $4,286-30.0% | $6,158-51.3% | $3,767-20.3% |
| Admin fee / account holder | $683 | $3,728-81.7% | $14,255-95.2% | $2,969-77.0% |