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 CONSULTING ASSOCIATES INC Service code 16 · EIN 34-1753575 | Consulting | $38,370 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,933 |
KENTNER SELLERS4 years Service code 10 · EIN 31-0787612 | Accounting | $11,695 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,711 | $92,971+43.8% | $96,683+38.3% | $74,419+79.7% |
| Participation rate | 51.1% | 71.5%-20.4pp | 74.3%-23.2pp | 70.7%-19.6pp |
| Annual return | 19.68% | 37.49%-17.8pp | 35.69%-16.0pp | 34.38%-14.7pp |
| Employer contribution / active EE | $2,107 | $3,426-38.5% | $3,737-43.6% | $2,637-20.1% |
| Participant deferral / active EE | $6,010 | $3,970+51.4% | $4,878+23.2% | $4,528+32.7% |
| Admin fee / account holder | $406 | $633-35.9% | $6,730-94.0% | $348+16.6% |