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 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $61,729 |
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER ADVISORS, LLC Service code 16 · EIN 36-4500709 | Consulting | $30,000 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $103,021 | $81,537+26.3% | $149,718-31.2% | $69,631+48.0% |
| Participation rate | 79.0% | 86.1%-7.1pp | 87.1%-8.1pp | 70.7%+8.3pp |
| Annual return | 19.88% | 22.79%-2.9pp | 1501.63%-1481.8pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $5,088 | $3,239+57.1% | $5,445-6.5% | $2,032+150.4% |
| Participant deferral / active EE | $8,633 | $4,994+72.9% | $6,569+31.4% | $3,224+167.8% |
| Admin fee / account holder | $121 | $107+13.5% | $11,283-98.9% | $110+9.9% |