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 12 · EIN 13-3689044 | Other insurance wrap fees; Distributi... | $184,399 |
Filed as: HERITAGE INSTITUTIONAL SERVICES LLC Service code 27 · EIN 27-2388726 | Advisory (Plan) | $51,387 |
HOGANTAYLOR LLP1 year Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $5,200 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,060 | $85,635-80.1% | $123,892-86.2% | $63,975-73.3% |
| Participation rate | 96.4% | 74.9%+21.5pp | 81.4%+15.0pp | 71.1%+25.3pp |
| Annual return | 13.55% | 15.74%-2.2pp | 47.52%-34.0pp | 48.65%-35.1pp |
| Employer contribution / active EE | $1,921 | $3,076-37.6% | $4,617-58.4% | $2,182-12.0% |
| Participant deferral / active EE | $3,679 | $5,667-35.1% | $5,984-38.5% | $3,356+9.6% |
| Admin fee / account holder | $116 | $75+55.0% | $8,357-98.6% | $70+64.9% |