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 ASSOCIATES4+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 27 159 CROCKER PARK BLVD STE 350 · CLEVELAND, OH 44145 | Advisory (Plan) | $4,878 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,838 |
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 | $27,103 | $43,504-37.7% | $68,793-60.6% | $56,287-51.8% |
| Participation rate | 98.5% | 67.8%+30.7pp | 72.2%+26.3pp | 69.9%+28.7pp |
| Annual return | -5.71% | -3.15%-2.6pp | -4.63%-1.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $2,122 | $1,525+39.1% | $2,625-19.2% | $2,111+0.5% |
| Participant deferral / active EE | $2,043 | $2,509-18.6% | $3,311-38.3% | $3,350-39.0% |
| Admin fee / account holder | $35 | $515-93.1% | $5,131-99.3% | $521-93.2% |