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 ASSOCIATES10+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 99 159 CROCKER PARK BLVD STE 350 · CLEVELAND, OH 44145 | Other Fees | $6,407 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,378 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,221 | $62,127-35.3% | $81,382-50.6% | $74,495-46.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 12.97% | 16.48%-3.5pp | 24.73%-11.8pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,845 | $1,882+51.1% | $2,463+15.5% | $2,623+8.4% |
| Participant deferral / active EE | $3,120 | $3,229-3.4% | $3,883-19.7% | $4,346-28.2% |
| Admin fee / account holder | $42 | $1,934-97.8% | $5,768-99.3% | $1,942-97.8% |