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 | $85,042 |
HIGHTOWER ADVISORS LLC2 years Filed as: HIGHTOWER SECURITIES LLC Service code 27 · EIN 36-4454225 | Advisory (Plan) | $40,140 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,011 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,525 | $31,741+2.5% | $56,411-42.3% | $199,593-83.7% |
| Participation rate | 19.7% | 32.3%-12.7pp | 52.5%-32.8pp | 72.0%-52.3pp |
| Annual return | 19.11% | 14.72%+4.4pp | 1701.33%-1682.2pp | 34.25%-15.1pp |
| Employer contribution / active EE | $592 | $508+16.6% | $1,039-43.0% | $3,034-80.5% |
| Participant deferral / active EE | $936 | $1,184-21.0% | $1,952-52.1% | $5,087-81.6% |
| Admin fee / account holder | $130 | $426-69.6% | $2,829-95.4% | $269-51.8% |