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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC2 years Filed as: HIGHTOWER SECURITIES LLC Service code 27 · EIN 36-4454225 | Advisory (Plan) | $41,877 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,298 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $197,554 | $109,359+80.6% | $162,163+21.8% | $72,985+170.7% |
| Participation rate | 87.1% | 84.3%+2.8pp | 87.6%-0.5pp | 69.5%+17.6pp |
| Annual return | 25.54% | 25.46%+0.1pp | 115.59%-90.1pp | 81.00%-55.5pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $16,004 | $5,481+192.0% | $7,298+119.3% | $3,607+343.6% |
| Admin fee / account holder | $638 | $7,972-92.0% | $10,843-94.1% | $5,124-87.6% |