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 CAPITAL6+ years Service code 27 · EIN 23-2829742 | Advisory (Plan) | $21,162 |
HERITAGE PENSION ADVISORS, LLC6+ years Filed as: HERITAGE BUSINESS STRATEGIES Service code 26 210 LASKIN ROAD · VIRGINIA BEACH, VA 23451 | Advisory (Participants) | $13,226 |
Service code 12 · EIN 23-3038464 | Recordkeeping and information managem... | $5,800 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,519 | $72,012-35.4% | $185,823-75.0% | $79,858-41.7% |
| Participation rate | 64.0% | 65.8%-1.8pp | 78.0%-14.1pp | 69.6%-5.7pp |
| Annual return | 9.57% | 23.12%-13.6pp | 35.95%-26.4pp | 31.71%-22.1pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,671 | $3,779-29.3% | $5,632-52.6% | $3,740-28.6% |
| Admin fee / account holder | $409 | $4,513-90.9% | $9,500-95.7% | $5,306-92.3% |