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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,980 |
Filed as: FIDUCIARY PLAN CONSULTANTS, LLC Service code 27 · EIN 47-1186155 | Advisory (Plan) | $18,745 |
HIGHTOWER ADVISORS LLC2 years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $6,250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,728 | $89,652-61.3% | $141,162-75.4% | $65,185-46.7% |
| Participation rate | 98.3% | 74.7%+23.6pp | 82.5%+15.9pp | 70.2%+28.1pp |
| Annual return | 18.81% | 32.79%-14.0pp | 71.39%-52.6pp | 29.38%-10.6pp |
| Employer contribution / active EE | $2,131 | $3,065-30.5% | $4,735-55.0% | $2,177-2.1% |
| Participant deferral / active EE | $3,511 | $5,691-38.3% | $6,709-47.7% | $3,514-0.1% |
| Admin fee / account holder | $209 | $569-63.2% | $10,261-98.0% | $847-75.3% |