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 |
|---|---|---|
Filed as: HIGHLAND CONSULTING ASSOCIATES, IN Service code 27 · EIN 34-1753575 | Advisory (Plan) | $40,222 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,248 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$69,451 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,259 | $99,078-26.1% | $96,544-24.1% | $74,419-1.6% |
| Participation rate | 94.2% | 80.7%+13.6pp | 76.0%+18.3pp | 70.7%+23.5pp |
| Annual return | 18.21% | 22.48%-4.3pp | 25.84%-7.6pp | 34.38%-16.2pp |
| Employer contribution / active EE | $2,333 | $2,570-9.2% | $2,965-21.3% | $2,637-11.5% |
| Participant deferral / active EE | $6,149 | $4,933+24.6% | $4,851+26.8% | $4,528+35.8% |
| Admin fee / account holder | -$18 | $225-108.2% | $8,252-100.2% | $348-105.3% |