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 ASSOCIATES11+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 13 · EIN 34-1753575 | Contract Administrator | $61,728 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,068 |
MEADEN & MOORE, LTD.3 years Filed as: MEADEN & MOORE LTD Service code 10 · EIN 34-1818258 | Accounting | $16,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,368 | $98,727+70.5% | $113,168+48.8% | $85,563+96.8% |
| Participation rate | 96.2% | 80.8%+15.4pp | 76.6%+19.7pp | 66.0%+30.3pp |
| Annual return | 14.83% | 17.43%-2.6pp | 24.27%-9.4pp | 31.51%-16.7pp |
| Employer contribution / active EE | $7,072 | $2,907+143.3% | $2,975+137.7% | $2,654+166.5% |
| Participant deferral / active EE | $8,625 | $5,424+59.0% | $5,107+68.9% | $4,375+97.1% |
| Admin fee / account holder | $44 | $357-87.6% | $12,068-99.6% | $834-94.7% |