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 CAPITAL4+ years Service code 27 · EIN 23-2829742 | Advisory (Plan) | $24,525 |
HERITAGE PENSION ADVISORS, LLC4+ years Filed as: HERITAGE BUSINESS STRATEGIES Service code 26 210 LASKIN ROAD · VIRGINIA BEACH, VA 23451 | Advisory (Participants) | $9,197 |
Service code 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $6,188 |
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.)
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 | $44,211 | $56,484-21.7% | $169,463-73.9% | $64,186-31.1% |
| Participation rate | 66.3% | 64.5%+1.7pp | 77.8%-11.5pp | 69.6%-3.3pp |
| Annual return | -4.98% | -1.55%-3.4pp | 1.83%-6.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,791 | $3,448-19.1% | $5,277-47.1% | $3,470-19.6% |
| Admin fee / account holder | $427 | $4,174-89.8% | $9,109-95.3% | $4,888-91.3% |