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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 LLC7+ years Filed as: HIGHTOWER ADVISORS, LLC Service code 70 · EIN 36-4500709 | Consulting Fees | $60,000 |
CARON & BLETZER, PLLC7+ years Service code 10 · EIN 04-3499945 | Accounting | $13,750 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $11,110 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,151 | $44,897+45.1% | $84,966-23.3% | $199,593-67.4% |
| Participation rate | 92.8% | 45.7%+47.1pp | 67.5%+25.3pp | 72.0%+20.8pp |
| Annual return | 11.64% | 20.96%-9.3pp | 66.38%-54.7pp | 34.25%-22.6pp |
| Employer contribution / active EE | $1,592 | $1,365+16.6% | $2,727-41.6% | $3,034-47.5% |
| Participant deferral / active EE | $5,354 | $2,668+100.7% | $4,519+18.5% | $5,087+5.3% |
| Admin fee / account holder | $42 | $584-92.8% | $6,149-99.3% | $269-84.3% |