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 |
|---|---|---|
Filed as: HERITAGE PENSION SERVICES INC Service code 49 | Other Services | $14,780 |
Filed as: VOYA RETIREMENT ADVISORS,LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,192 |
Filed as: HERITAGE PENSION SERVICES Service code 49 66 COMMACK ROAD · COMMACK, NY 11725 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,513 | $106,028-49.5% | $146,958-63.6% | $77,643-31.1% |
| Participation rate | 96.0% | 78.4%+17.6pp | 82.2%+13.8pp | 70.6%+25.4pp |
| Annual return | 16.07% | 56.73%-40.7pp | 418.34%-402.3pp | 31.24%-15.2pp |
| Employer contribution / active EE | $2,976 | $4,063-26.8% | $4,933-39.7% | $2,726+9.2% |
| Participant deferral / active EE | $5,283 | $7,990-33.9% | $8,070-34.5% | $4,647+13.7% |
| Admin fee / account holder | $17 | $337-94.9% | $12,998-99.9% | $430-96.0% |