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 CAPITAL7+ years Service code 27 · EIN 23-2829742 | Advisory (Plan) | $25,707 |
HERITAGE PENSION ADVISORS, LLC7+ years Filed as: HERITAGE BUSINESS STRATEGIES Service code 26 210 LASKIN ROAD · VIRGINIA BEACH, VA 23451 | Advisory (Participants) | $16,067 |
Service code 12 · EIN 23-3038464 | Recordkeeping fees; Participant commu... | $8,435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,301 | $79,449-25.4% | $189,557-68.7% | $85,850-30.9% |
| Participation rate | 58.0% | 66.0%-8.0pp | 78.4%-20.5pp | 69.3%-11.3pp |
| Annual return | 10.86% | 18.45%-7.6pp | 64.17%-53.3pp | 318.53%-307.7pp |
| Employer contribution / active EE | $902 | $2,081-56.6% | $4,412-79.5% | $2,565-64.8% |
| Participant deferral / active EE | $3,511 | $4,051-13.3% | $6,174-43.1% | $3,952-11.1% |
| Admin fee / account holder | $598 | $5,377-88.9% | $9,807-93.9% | $6,260-90.4% |