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 ASSOCIATES4+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 27 159 CROCKER PARK BLVD STE 350 · CLEVELAND, OH 44145 | Advisory (Plan) | $2,078 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,977 |
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 | $17,371 | $43,504-60.1% | $68,793-74.7% | $56,287-69.1% |
| Participation rate | 99.2% | 67.8%+31.4pp | 72.2%+27.0pp | 69.9%+29.4pp |
| Annual return | -3.08% | -3.15%+0.1pp | -4.63%+1.5pp | -9.96%+6.9pp |
| Employer contribution / active EE | $1,503 | $1,525-1.4% | $2,625-42.7% | $2,111-28.8% |
| Participant deferral / active EE | $1,331 | $2,509-46.9% | $3,311-59.8% | $3,350-60.3% |
| Admin fee / account holder | $27 | $515-94.7% | $5,131-99.5% | $521-94.7% |