See peer percentile detail with Solo.
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.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC6+ years Filed as: HIGHTOWER ADVISORS, LLC Service code 70 · EIN 36-4500709 | Consulting Fees | $60,000 |
CARON & BLETZER, PLLC6+ years Service code 10 · EIN 04-3499945 | Accounting | $13,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,291 | $40,278+44.7% | $80,569-27.7% | $80,160-27.3% |
| Participation rate | 91.2% | 47.5%+43.7pp | 67.0%+24.2pp | 72.9%+18.3pp |
| Annual return | 15.82% | 50.86%-35.0pp | 935.43%-919.6pp | 40.38%-24.6pp |
| Employer contribution / active EE | $1,338 | $1,332+0.4% | $2,723-50.9% | $2,978-55.1% |
| Participant deferral / active EE | $4,646 | $2,696+72.4% | $4,447+4.5% | $5,017-7.4% |
| Admin fee / account holder | $39 | $210-81.5% | $5,377-99.3% | $145-73.1% |