Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HEARTWOOD WEALTH ADVISORS5 years Service code 27 · EIN 46-1418604 | Advisory (Plan) | $120,793 |
Service code 10 · EIN 54-1451026 | Accounting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$85,148 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $534,266 | $55,446+863.6% | $155,574+243.4% | $74,429+617.8% |
| Participation rate | 95.3% | 61.9%+33.4pp | 78.2%+17.1pp | 67.2%+28.1pp |
| Annual return | 16.77% | 269.20%-252.4pp | 64.87%-48.1pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $22,647 | $2,266+899.4% | $4,676+384.3% | $2,625+762.8% |
| Participant deferral / active EE | $12,128 | $2,836+327.7% | $5,629+115.4% | $4,348+178.9% |
| Admin fee / account holder | $268 | $1,743-84.6% | $15,914-98.3% | $1,944-86.2% |