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 9-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 LLC3 years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $13,279 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,755 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,903 | $30,086-40.5% | $61,373-70.8% | $64,808-72.4% |
| Participation rate | 34.7% | 36.4%-1.6pp | 52.6%-17.8pp | 71.5%-36.7pp |
| Annual return | -18.45% | -13.99%-4.5pp | 338.61%-357.1pp | 32.82%-51.3pp |
| Employer contribution / active EE | $635 | $536+18.4% | $1,159-45.3% | $2,506-74.7% |
| Participant deferral / active EE | $1,091 | $1,126-3.1% | $2,125-48.7% | $4,310-74.7% |
| Admin fee / account holder | $171 | $148+15.6% | $2,130-92.0% | $188-8.8% |