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 4-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 |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 159 CROCKER PARK BLVD · CLEVELAND, OH 44145 | Consulting | $11,079 |
CLARK, SCHAEFER, HACKETT & CO.2+ years Filed as: CLARK SCHAEFER HACKET Service code 10 ONE EAST FOURTH STREET · CINCINNATI, OH 45202 | Accounting | $7,875 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $870 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,385 | $63,905-46.2% | $74,183-53.6% | $57,658-40.4% |
| Participation rate | 80.2% | 79.8%+0.4pp | 76.6%+3.6pp | 70.2%+10.0pp |
| Annual return | 4.04% | 60.60%-56.6pp | 17.74%-13.7pp | 5.13%-1.1pp |
| Employer contribution / active EE | $437 | $1,840-76.3% | $2,370-81.6% | $1,974-77.9% |
| Participant deferral / active EE | $1,208 | $3,448-65.0% | $3,550-66.0% | $3,061-60.5% |
| Admin fee / account holder | $29 | $91-68.0% | $5,586-99.5% | $95-69.2% |