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 ASSOCIATES9+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 99 159 CROCKER PARK BLVD STE 350 · CLEVELAND, OH 44145 | Other Fees | $3,105 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $18,329 | $56,423-67.5% | $77,163-76.2% | $71,457-74.4% |
| Participation rate | 97.8% | 64.3%+33.4pp | 69.6%+28.2pp | 67.9%+29.8pp |
| Annual return | 11.01% | 19.05%-8.0pp | 37.87%-26.9pp | 28.85%-17.8pp |
| Employer contribution / active EE | $1,697 | $1,866-9.1% | $2,535-33.1% | $2,588-34.4% |
| Participant deferral / active EE | $1,646 | $3,142-47.6% | $3,833-57.1% | $4,289-61.6% |
| Admin fee / account holder | $52 | $1,429-96.4% | $5,472-99.0% | $1,587-96.7% |