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 3-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 37 · EIN 04-2647786 | Loan Processing | $54,519 |
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER SECURITIES LLC Service code 27 · EIN 36-4454225 | Advisory (Plan) | $19,627 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,495 | $30,147+11.1% | $58,482-42.7% | $80,160-58.2% |
| Participation rate | 28.6% | 34.4%-5.8pp | 50.9%-22.3pp | 72.9%-44.3pp |
| Annual return | 15.15% | 21.97%-6.8pp | 4239.32%-4224.2pp | 40.38%-25.2pp |
| Employer contribution / active EE | $604 | $528+14.4% | $1,053-42.7% | $2,978-79.7% |
| Participant deferral / active EE | $1,159 | $1,249-7.2% | $1,924-39.7% | $5,017-76.9% |
| Admin fee / account holder | $102 | $195-47.7% | $2,516-96.0% | $145-29.7% |