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 ASSOCIATES6+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 27 159 CROCKER PARK BLVD STE 350 · CLEVELAND, OH 44145 | Advisory (Plan) | $6,203 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,872 |
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 | $30,383 | $54,590-44.3% | $81,930-62.9% | $73,488-58.7% |
| Participation rate | 97.0% | 68.3%+28.7pp | 72.0%+25.0pp | 70.7%+26.3pp |
| Annual return | 16.33% | 17.74%-1.4pp | 29.49%-13.2pp | 28.51%-12.2pp |
| Employer contribution / active EE | $2,358 | $1,636+44.1% | $4,310-45.3% | $2,270+3.9% |
| Participant deferral / active EE | $2,467 | $2,759-10.6% | $7,107-65.3% | $3,740-34.0% |
| Admin fee / account holder | $37 | $592-93.8% | $5,158-99.3% | $513-92.8% |