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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,536 |
Filed as: HIGHLAND CONSULTING Service code 13 · EIN 34-1753575 | Contract Administrator | $5,676 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,134 | $39,286+27.6% | $80,716-37.9% | $79,386-36.8% |
| Participation rate | 22.0% | 41.0%-18.9pp | 54.2%-32.1pp | 70.7%-48.7pp |
| Annual return | 13.70% | 98.95%-85.2pp | 87.28%-73.6pp | 116.85%-103.1pp |
| Employer contribution / active EE | $512 | $594-13.8% | $1,160-55.9% | $2,427-78.9% |
| Participant deferral / active EE | $928 | $1,264-26.5% | $2,146-56.7% | $4,046-77.1% |
| Admin fee / account holder | $293 | $647-54.8% | $3,380-91.3% | $626-53.3% |