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 ASSOCIATES8+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 99 159 CROCKER PARK BLVD STE 350 · CLEVELAND, OH 44145 | Other Fees | $5,515 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,696 | $50,199-44.8% | $70,092-60.5% | $66,914-58.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -19.30% | -13.85%-5.5pp | 190.73%-210.0pp | 1.58%-20.9pp |
| Employer contribution / active EE | $2,484 | $1,864+33.2% | $2,559-2.9% | $2,544-2.4% |
| Participant deferral / active EE | $2,611 | $3,112-16.1% | $3,849-32.2% | $4,237-38.4% |
| Admin fee / account holder | $54 | $600-91.0% | $6,267-99.1% | $593-90.9% |