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 5-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 ADISORS Service code 15 · EIN 81-4903086 66 COMMACK RD. · COMMACK, NY 11725 | Recordkeeping | $10,006 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORK LLC Service code 27 · EIN 95-3845382 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $6,244 |
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 | $10,716 | $34,677-69.1% | $77,024-86.1% | $64,808-83.5% |
| Participation rate | 86.7% | 49.8%+36.9pp | 67.9%+18.8pp | 71.5%+15.3pp |
| Annual return | 43.86% | -5.33%+49.2pp | 42.32%+1.5pp | 32.82%+11.0pp |
| Employer contribution / active EE | $1,981 | $1,370+44.6% | $2,812-29.6% | $2,506-20.9% |
| Participant deferral / active EE | $3,791 | $2,556+48.3% | $4,426-14.4% | $4,310-12.0% |
| Admin fee / account holder | $25 | $179-86.0% | $5,425-99.5% | $188-86.7% |