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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,960 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 27 159 CROCKER PARK BLVD · CLEVELAND, OH 44145 | Advisory (Plan) | $1,940 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,335 | $43,550-62.5% | $63,517-74.3% | $52,331-68.8% |
| Participation rate | 97.4% | 65.7%+31.7pp | 71.0%+26.4pp | 68.1%+29.3pp |
| Annual return | -7.10% | 2.03%-9.1pp | -70.30%+63.2pp | 4.54%-11.6pp |
| Employer contribution / active EE | $1,558 | $1,351+15.3% | $2,322-32.9% | $1,882-17.2% |
| Participant deferral / active EE | $989 | $2,254-56.1% | $2,953-66.5% | $3,022-67.3% |
| Admin fee / account holder | $31 | $387-92.1% | $5,892-99.5% | $592-94.8% |