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 year Filed as: HIGHTOWER TRUST COMPANY OF ILLINOIS Service code 21 · EIN 36-3880930 1901 BUTTERFIELD ROAD · DOWNERS GROVE, IL 60515 | Bank Trustee | $16,877 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,977 | $96,018-79.2% | $65,493-69.5% | $85,563-76.7% |
| Participation rate | 37.9% | 74.8%-36.9pp | 73.1%-35.1pp | 66.0%-28.0pp |
| Annual return | 18.32% | 14.51%+3.8pp | 982.45%-964.1pp | 31.51%-13.2pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,574-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $930 | $4,055-77.1% | $3,961-76.5% | $4,375-78.8% |
| Admin fee / account holder | $148 | $271-45.3% | $5,028-97.1% | $834-82.3% |