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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,513 |
HIGHLAND CONSULTING ASSOCIATES3+ years Filed as: HIGHLAND CONSULTING ASSOCIATES, IN Service code 27 · EIN 34-1753575 | Advisory (Plan) | $32,229 |
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 | $86,729 | $46,173+87.8% | $170,442-49.1% | $69,631+24.6% |
| Participation rate | 93.2% | 63.9%+29.3pp | 83.6%+9.6pp | 70.7%+22.5pp |
| Annual return | 13.41% | 21.62%-8.2pp | 205.93%-192.5pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $4,727 | $1,610+193.7% | $5,433-13.0% | $2,032+132.6% |
| Participant deferral / active EE | $6,175 | $2,080+196.8% | $4,939+25.0% | $3,224+91.6% |
| Admin fee / account holder | $215 | $116+85.4% | $13,880-98.5% | $110+94.6% |