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 27 · EIN 27-4316789 | Advisory (Plan) | $37,527 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,846 |
Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,208 | $64,119+22.0% | $112,228-30.3% | $66,914+16.9% |
| Participation rate | 99.1% | 68.5%+30.6pp | 75.1%+24.0pp | 69.8%+29.3pp |
| Annual return | -17.12% | -13.81%-3.3pp | 27.45%-44.6pp | 1.58%-18.7pp |
| Employer contribution / active EE | $2,315 | $3,005-23.0% | $3,635-36.3% | $2,544-9.0% |
| Participant deferral / active EE | $9,033 | $3,693+144.6% | $4,728+91.1% | $4,237+113.2% |
| Admin fee / account holder | $458 | $625-26.8% | $6,410-92.9% | $593-22.8% |