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 13 · EIN 42-0127290 | Contract Administrator | $289,200 |
Filed as: HIGHLAND CAPITAL ADVISOR Service code 27 · EIN 45-3704406 | Advisory (Plan) | $21,943 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,091 | $58,644+111.6% | $177,989-30.3% | $199,593-37.8% |
| Participation rate | 64.6% | 65.5%-0.9pp | 77.1%-12.5pp | 72.0%-7.4pp |
| Annual return | 16.53% | 19.25%-2.7pp | 294.48%-278.0pp | 34.25%-17.7pp |
| Employer contribution / active EE | $1,065 | $1,801-40.9% | $3,949-73.0% | $3,034-64.9% |
| Participant deferral / active EE | $5,969 | $4,248+40.5% | $6,276-4.9% | $5,087+17.4% |
| Admin fee / account holder | $110 | $145-24.3% | $10,363-98.9% | $269-59.1% |