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 | $5,439 |
HIGHLAND CONSULTING ASSOCIATES8+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 99 159 CROCKER PARK BLVD STE 350 · CLEVELAND, OH 44145 | Other Fees | $2,552 |
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 | $16,670 | $50,199-66.8% | $70,092-76.2% | $66,914-75.1% |
| Participation rate | 98.2% | 66.3%+31.9pp | 70.5%+27.7pp | 69.8%+28.4pp |
| Annual return | -13.75% | -13.85%+0.1pp | 190.73%-204.5pp | 1.58%-15.3pp |
| Employer contribution / active EE | $1,457 | $1,864-21.8% | $2,559-43.0% | $2,544-42.7% |
| Participant deferral / active EE | $1,618 | $3,112-48.0% | $3,849-58.0% | $4,237-61.8% |
| Admin fee / account holder | $41 | $600-93.2% | $6,267-99.4% | $593-93.2% |