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 LLC8+ years Filed as: HIGHTOWER ADVISORS, LLC Service code 70 · EIN 36-4500709 | Consulting Fees | $60,000 |
CARON & BLETZER, PLLC8+ years Service code 10 · EIN 04-3499945 | Accounting | $14,250 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $9,995 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,872 | $52,224+45.3% | $88,946-14.7% | $102,872-26.2% |
| Participation rate | 93.8% | 40.8%+53.0pp | 68.8%+24.9pp | 73.0%+20.7pp |
| Annual return | 13.18% | 16.96%-3.8pp | 57.82%-44.6pp | 19.06%-5.9pp |
| Employer contribution / active EE | $1,648 | $1,241+32.8% | $2,555-35.5% | $3,526-53.3% |
| Participant deferral / active EE | $5,562 | $2,611+113.0% | $4,581+21.4% | $5,535+0.5% |
| Admin fee / account holder | $44 | $1,723-97.5% | $8,261-99.5% | $292-85.0% |