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 CAPITAL, LLC1 year Service code 53 · EIN 22-3747302 1 BRADLEY ROAD, SUITE 202 · WOODBRIDGE, CT 06525 | Insurance Commissions | $12,356 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,358 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION SERVICE, INC. Service code 13 · EIN 06-0874395 127 WASHINGTON AVENUE, WEST WING · NORTH HAVEN, CT 06473 | Contract Administrator | $2,496 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,761 | $75,183-57.8% | $123,892-74.4% | $55,167-42.4% |
| Participation rate | 44.4% | 72.8%-28.4pp | 81.4%-37.0pp | 69.0%-24.6pp |
| Annual return | 32.05% | 19.01%+13.0pp | 47.52%-15.5pp | 169.23%-137.2pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,159 | $5,084-18.2% | $5,984-30.5% | $3,054+36.2% |
| Admin fee / account holder | $227 | $663-65.7% | $8,357-97.3% | $504-54.9% |