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) | $53,772 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $19,750 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,738 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$91,216 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,752 | $88,890-10.3% | $102,423-22.1% | $77,643+2.7% |
| Participation rate | 93.7% | 80.9%+12.8pp | 76.5%+17.2pp | 70.6%+23.1pp |
| Annual return | 15.36% | 24.98%-9.6pp | 29.32%-14.0pp | 31.24%-15.9pp |
| Employer contribution / active EE | $2,149 | $2,698-20.3% | $3,023-28.9% | $2,726-21.2% |
| Participant deferral / active EE | $6,280 | $5,145+22.1% | $5,053+24.3% | $4,647+35.1% |
| Admin fee / account holder | $1 | $235-99.4% | $9,451-100.0% | $430-99.7% |