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 6-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 |
|---|---|---|
GREATBANC TRUST COMPANY6+ years Service code 26 · EIN 36-3681493 801 WARRENVILLE RD # 500 · LISLE, IL 60532 | Advisory (Participants) | $80,000 |
Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 16 · EIN 34-1753575 159 CROCKER PARK BLVD · CLEVELAND, OH 44145 | Consulting | $33,926 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $579,257 | $104,919+452.1% | $116,228+398.4% | $85,563+577.0% |
| Participation rate | 97.8% | 78.6%+19.2pp | 74.6%+23.3pp | 66.0%+31.9pp |
| Annual return | 11.16% | 15.38%-4.2pp | 90.06%-78.9pp | 31.51%-20.4pp |
| Employer contribution / active EE | $21,818 | $3,485+526.0% | $2,994+628.6% | $2,654+722.2% |
| Participant deferral / active EE | $0 | $5,306-100.0% | $4,953-100.0% | $4,375-100.0% |
| Admin fee / account holder | $163 | $429-61.9% | $11,989-98.6% | $834-80.4% |