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 LLC5+ years Filed as: HIGHTOWER ADVISORS, LLC Service code 70 · EIN 36-4500709 | Consulting Fees | $60,000 |
CARON & BLETZER, PLLC5+ years Service code 10 · EIN 04-3499945 | Accounting | $13,200 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,680 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,940 | $37,317+36.5% | $77,024-33.9% | $77,904-34.6% |
| Participation rate | 89.5% | 46.9%+42.6pp | 67.9%+21.6pp | 73.7%+15.8pp |
| Annual return | -13.85% | -5.88%-8.0pp | 42.32%-56.2pp | 12.21%-26.1pp |
| Employer contribution / active EE | $551 | $1,218-54.7% | $2,812-80.4% | $2,848-80.6% |
| Participant deferral / active EE | $4,053 | $2,564+58.1% | $4,426-8.4% | $4,806-15.7% |
| Admin fee / account holder | $40 | $126-68.5% | $5,425-99.3% | $133-70.1% |