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 |
|---|---|---|
BRINKER CAPITAL2+ years Service code 27 · EIN 23-2829742 | Advisory (Plan) | $27,959 |
HERITAGE PENSION ADVISORS, LLC2+ years Filed as: HERITAGE BUSINESS STRATEGIES Service code 26 210 LASKIN ROAD · VIRGINIA BEACH, VA 23451 | Advisory (Participants) | $17,474 |
Service code 12 · EIN 23-3038464 | Claims processing; Consulting (pensio... | $6,306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,963 | $50,898-21.5% | $171,082-76.6% | $55,167-27.6% |
| Participation rate | 66.4% | 63.3%+3.1pp | 76.7%-10.3pp | 69.0%-2.6pp |
| Annual return | 5.44% | 15.34%-9.9pp | 32.56%-27.1pp | 169.23%-163.8pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,207 | $2,994-26.3% | $4,797-54.0% | $3,054-27.7% |
| Admin fee / account holder | $381 | $500-23.8% | $8,520-95.5% | $504-24.4% |