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+ years Filed as: HIGHTOWER SECURITIES LLC Service code 49 · EIN 36-4454225 | Other Services | $14,870 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,547 |
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 | $29,342 | $48,313-39.3% | $73,307-60.0% | $52,331-43.9% |
| Participation rate | 90.3% | 68.6%+21.8pp | 74.9%+15.4pp | 68.1%+22.2pp |
| Annual return | 0.00% | 3.85%-3.8pp | 5.67%-5.7pp | 4.54%-4.5pp |
| Employer contribution / active EE | $2,791 | $1,661+68.0% | $3,237-13.8% | $1,882+48.3% |
| Participant deferral / active EE | $5,431 | $4,189+29.7% | $4,991+8.8% | $3,022+79.7% |
| Admin fee / account holder | $8 | $404-98.1% | $5,637-99.9% | $592-98.7% |