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 10-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 |
|---|---|---|
Filed as: HIGHLAND CAPITAL ADVISORS Service code 27 · EIN 20-4284376 | Advisory (Plan) | $26,325 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,763 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,744 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,725 | $44,764+42.4% | $68,791-7.4% | $64,808-1.7% |
| Participation rate | 94.8% | 64.8%+30.1pp | 69.0%+25.8pp | 71.5%+23.4pp |
| Annual return | -15.10% | -10.91%-4.2pp | -6.38%-8.7pp | 32.82%-47.9pp |
| Employer contribution / active EE | $2,733 | $1,775+54.0% | $2,655+2.9% | $2,506+9.1% |
| Participant deferral / active EE | $7,359 | $3,238+127.3% | $3,941+86.7% | $4,310+70.7% |
| Admin fee / account holder | $113 | $151-25.2% | $4,932-97.7% | $188-39.7% |