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 |
|---|---|---|
HERITAGE PENSION ADVISORS, LLC4+ years Filed as: HERITAGE PENSION ADVISORS LLC Service code 15 · EIN 27-1835823 | Recordkeeping | $26,367 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 21 | Bank Trustee | $5,217 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,671 | $107,440-78.9% | $105,738-78.6% | $55,725-59.3% |
| Participation rate | 63.2% | 55.5%+7.7pp | 76.3%-13.1pp | 70.9%-7.6pp |
| Annual return | -6.49% | -0.59%-5.9pp | 6.27%-12.8pp | 244.93%-251.4pp |
| Employer contribution / active EE | $213 | $1,448-85.3% | $3,268-93.5% | $2,078-89.8% |
| Participant deferral / active EE | $1,770 | $2,171-18.5% | $4,080-56.6% | $3,356-47.2% |
| Admin fee / account holder | $92 | $283-67.6% | $6,913-98.7% | $115-20.3% |