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 8-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 LLC3+ years Filed as: HIGHTOWER ADVISORS, LLC Service code 70 · EIN 36-4500709 | Consulting Fees | $65,000 |
CARON & BLETZER, PLLC1 year Filed as: CARON BLETZER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $20,300 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,350 |
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 | $57,106 | $46,219+23.6% | $89,391-36.1% | $90,288-36.8% |
| Participation rate | 76.4% | 44.9%+31.5pp | 68.0%+8.4pp | 73.4%+3.1pp |
| Annual return | 12.84% | 25.71%-12.9pp | 245.62%-232.8pp | 53.97%-41.1pp |
| Employer contribution / active EE | $389 | $953-59.2% | $2,586-84.9% | $2,524-84.6% |
| Participant deferral / active EE | $3,098 | $2,136+45.0% | $3,890-20.4% | $4,232-26.8% |
| Admin fee / account holder | $60 | $147-59.1% | $4,881-98.8% | $114-47.3% |