See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,601 |
Filed as: HIGHLAND CONSULTING Service code 27 · EIN 34-1753575 | Advisory (Plan) | $5,929 |
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 | $42,343 | $26,549+59.5% | $61,373-31.0% | $66,914-36.7% |
| Participation rate | 23.3% | 38.1%-14.8pp | 52.6%-29.3pp | 69.8%-46.5pp |
| Annual return | -17.88% | -16.21%-1.7pp | 338.61%-356.5pp | 1.58%-19.5pp |
| Employer contribution / active EE | $590 | $651-9.5% | $1,159-49.1% | $2,544-76.8% |
| Participant deferral / active EE | $1,091 | $1,338-18.4% | $2,125-48.6% | $4,237-74.2% |
| Admin fee / account holder | $285 | $409-30.3% | $2,130-86.6% | $593-52.0% |