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 |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES4+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 159 CROCKER PARK BLVD, SUITE 350 · CLEVELAND, OH 44145 | Consulting | $60,571 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $51,292 |
GBQ PARTNERS1 year Filed as: GBQ PARTNERS, LLC Service code 10 230 WEST STREET · COLUMBUS, OH 43215 | Accounting | $10,608 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,064 | $78,852-63.1% | $76,768-62.1% | $75,289-61.4% |
| Participation rate | 96.5% | 85.0%+11.5pp | 77.0%+19.5pp | 72.4%+24.1pp |
| Annual return | -4.92% | -1.29%-3.6pp | 2.43%-7.3pp | -0.04%-4.9pp |
| Employer contribution / active EE | $907 | $2,794-67.5% | $2,485-63.5% | $2,405-62.3% |
| Participant deferral / active EE | $2,510 | $4,800-47.7% | $3,852-34.8% | $3,739-32.9% |
| Admin fee / account holder | $31 | $79-60.8% | $6,675-99.5% | $102-69.7% |