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 ASSOCIATES9+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 99 159 CROCKER PARK BLVD STE 350 · CLEVELAND, OH 44145 | Other Fees | $7,106 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,379 | $56,423-35.5% | $77,163-52.9% | $71,457-49.1% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 19.23% | 19.05%+0.2pp | 37.87%-18.6pp | 28.85%-9.6pp |
| Employer contribution / active EE | $2,987 | $1,866+60.1% | $2,535+17.8% | $2,588+15.4% |
| Participant deferral / active EE | $3,074 | $3,142-2.1% | $3,833-19.8% | $4,289-28.3% |
| Admin fee / account holder | $75 | $1,429-94.8% | $5,472-98.6% | $1,587-95.3% |