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 |
|---|---|---|
Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 16 159 CROCKER PARK BLVD, SUITE 350 · WESTLAKE, OH 44145 | Consulting | $135,000 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-2186884 | Recordkeeping | $30,497 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISORS INC. Service code 50 · EIN 23-2811930 | Direct Payment | $29,339 |
THE VANGUARD GROUP, INC.2 years Service code 21 · EIN 23-1945930 | Bank Trustee | $29,148 |
FEDERATED1 year Filed as: FEDERATED HERMES GOVT OBLIGATIONS Service code 28 4000 ERICSSON DR · WARRENDALE, PA 15086 | Investment Management | $0 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $2,703,652-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 7.7%-7.7pp | 2.4%-2.4pp |
| Annual return | 2.24% | 22.81%-20.6pp | 6.73%-4.5pp | 22.81%-20.6pp |
| Employer contribution / active EE | $0 | $18,290-100.0% | $34,949-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $603-100.0% | $86-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | - | $85,222-100.0% |