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 |
|---|---|---|
HELLER PENSION ASSOC., INC.2+ years Filed as: HELLER PENSION ASSOC, INC. Service code 49 1363 ROUTE 9G · HYDE PARK, NY 12538 | Other Services | $11,817 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,581 | $36,916+26.2% | $156,549-70.2% | $57,658-19.2% |
| Participation rate | 33.2% | 63.4%-30.2pp | 84.0%-50.8pp | 70.2%-37.0pp |
| Annual return | 8.49% | 12.38%-3.9pp | 32.23%-23.7pp | 5.13%+3.4pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,410 | $1,926+25.2% | $4,871-50.5% | $3,061-21.2% |
| Admin fee / account holder | $126 | $82+52.8% | $13,027-99.0% | $95+33.3% |