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 LLC2+ years Filed as: HIGHTOWER SECURITIES LLC Service code 49 · EIN 36-4454225 | Other Services | $32,719 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,860 |
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 | $40,817 | $51,244-20.3% | $80,975-49.6% | $55,167-26.0% |
| Participation rate | 91.7% | 71.7%+20.0pp | 75.8%+15.9pp | 69.0%+22.7pp |
| Annual return | 16.05% | 17.39%-1.3pp | 17.10%-1.0pp | 169.23%-153.2pp |
| Employer contribution / active EE | $3,697 | $1,770+108.8% | $3,714-0.5% | $1,963+88.4% |
| Participant deferral / active EE | $7,044 | $4,418+59.5% | $5,696+23.7% | $3,054+130.6% |
| Admin fee / account holder | $29 | $398-92.7% | $5,516-99.5% | $504-94.2% |