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 ASSOCIATES10+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 13 · EIN 34-1753575 | Contract Administrator | $121,037 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,547 |
MEADEN & MOORE, LTD.2 years Filed as: MEADEN & MOORE LTD Service code 10 · EIN 34-1818258 | Accounting | $15,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,560 | $88,890+71.6% | $102,423+49.0% | $77,643+96.5% |
| Participation rate | 95.5% | 80.9%+14.6pp | 76.5%+19.0pp | 70.6%+25.0pp |
| Annual return | 13.81% | 24.98%-11.2pp | 29.32%-15.5pp | 31.24%-17.4pp |
| Employer contribution / active EE | $6,270 | $2,698+132.4% | $3,023+107.4% | $2,726+130.0% |
| Participant deferral / active EE | $8,017 | $5,145+55.8% | $5,053+58.7% | $4,647+72.5% |
| Admin fee / account holder | $54 | $235-77.0% | $9,451-99.4% | $430-87.4% |