See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES7+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 99 159 CROCKER PARK BLVD STE 350 · CLEVELAND, OH 44145 | Other Fees | $3,864 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $3,051 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,917 | $59,584-43.1% | $86,874-61.0% | $79,386-57.3% |
| Participation rate | 97.6% | 67.7%+30.0pp | 71.6%+26.0pp | 70.7%+26.9pp |
| Annual return | 23.42% | 23.15%+0.3pp | 63.52%-40.1pp | 116.85%-93.4pp |
| Employer contribution / active EE | $2,495 | $1,768+41.2% | $2,4950% | $2,427+2.8% |
| Participant deferral / active EE | $2,763 | $3,036-9.0% | $3,699-25.3% | $4,046-31.7% |
| Admin fee / account holder | $34 | $604-94.3% | $5,828-99.4% | $626-94.5% |