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 CAPITAL5+ years Service code 27 · EIN 23-2829742 | Advisory (Plan) | $20,276 |
HERITAGE PENSION ADVISORS, LLC5+ years Filed as: HERITAGE BUSINESS STRATEGIES Service code 26 210 LASKIN ROAD · VIRGINIA BEACH, VA 23451 | Advisory (Participants) | $12,673 |
Service code 12 · EIN 23-3038464 | Claims processing; Contract Administr... | $6,085 |
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 | $57,149 | $65,395-12.6% | $182,532-68.7% | $72,985-21.7% |
| Participation rate | 64.0% | 65.4%-1.5pp | 78.0%-14.0pp | 69.5%-5.5pp |
| Annual return | 19.52% | 27.68%-8.2pp | 148.54%-129.0pp | 81.00%-61.5pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,805 | $3,563-21.3% | $5,524-49.2% | $3,607-22.3% |
| Admin fee / account holder | $393 | $4,245-90.7% | $8,592-95.4% | $5,124-92.3% |