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 27 · EIN 36-4500709 | Advisory (Plan) | $20,393 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,115 |
PKS & COMPANY, PA1 year Service code 10 · EIN 52-1224986 | Accounting | $5,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $38,808 | $52,836-26.6% | $105,738-63.3% | $64,186-39.5% |
| Participation rate | 69.2% | 66.5%+2.7pp | 76.3%-7.1pp | 69.6%-0.3pp |
| Annual return | -5.89% | 14.30%-20.2pp | 6.27%-12.2pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,151 | $1,827-37.0% | $3,268-64.8% | $2,381-51.6% |
| Participant deferral / active EE | $2,157 | $2,545-15.3% | $4,080-47.1% | $3,470-37.8% |
| Admin fee / account holder | $329 | $3,959-91.7% | $6,913-95.2% | $4,888-93.3% |