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 | $4,634 |
HIGHLAND CONSULTING ASSOCIATES7+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 99 159 CROCKER PARK BLVD STE 350 · CLEVELAND, OH 44145 | Other Fees | $1,937 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,753 | $59,584-68.5% | $86,874-78.4% | $79,386-76.4% |
| Participation rate | 97.1% | 67.7%+29.4pp | 71.6%+25.5pp | 70.7%+26.4pp |
| Annual return | 3.25% | 23.15%-19.9pp | 63.52%-60.3pp | 116.85%-113.6pp |
| Employer contribution / active EE | $1,643 | $1,768-7.1% | $2,495-34.2% | $2,427-32.3% |
| Participant deferral / active EE | $1,692 | $3,036-44.3% | $3,699-54.2% | $4,046-58.2% |
| Admin fee / account holder | $40 | $604-93.5% | $5,828-99.3% | $626-93.7% |