See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: HERITAGE PENSION ADISORS Service code 15 · EIN 81-4903086 66 COMMACK RD. · COMMACK, NY 11725 | Recordkeeping | $3,003 |
Filed as: CETERA ADVISOR NETWORK LLC Service code 27 · EIN 95-3845382 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $2,732 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,614 | $56,485-84.8% | $185,823-95.4% | $86,799-90.1% |
| Participation rate | 41.3% | 65.5%-24.2pp | 81.7%-40.4pp | 72.3%-31.0pp |
| Annual return | 126.44% | 118.04%+8.4pp | 122.05%+4.4pp | 97.91%+28.5pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,788 | $2,553+9.2% | $5,568-49.9% | $4,131-32.5% |
| Admin fee / account holder | $23 | $150-84.9% | $16,237-99.9% | $170-86.7% |