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 ASSOCIATES5+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 27 159 CROCKER PARK BLVD STE 350 · CLEVELAND, OH 44145 | Advisory (Plan) | $2,168 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,136 |
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 | $15,722 | $50,666-69.0% | $76,817-79.5% | $65,185-75.9% |
| Participation rate | 98.0% | 68.8%+29.2pp | 72.1%+25.9pp | 70.2%+27.8pp |
| Annual return | 30.21% | 28.51%+1.7pp | 1166.11%-1135.9pp | 29.38%+0.8pp |
| Employer contribution / active EE | $1,439 | $1,575-8.6% | $2,302-37.5% | $2,177-33.9% |
| Participant deferral / active EE | $1,323 | $2,647-50.0% | $3,336-60.3% | $3,514-62.4% |
| Admin fee / account holder | $19 | $463-96.0% | $6,420-99.7% | $847-97.8% |