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 9-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 |
|---|---|---|
HEARTWOOD WEALTH ADVISORS3 years Service code 27 · EIN 46-1418604 | Advisory (Plan) | $84,154 |
Service code 10 · EIN 54-1451026 | Accounting | $20,005 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,023 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $438,962 | $65,061+574.7% | $143,757+205.3% | $66,914+556.0% |
| Participation rate | 95.5% | 65.2%+30.3pp | 80.3%+15.2pp | 69.8%+25.7pp |
| Annual return | -10.31% | -11.14%+0.8pp | -0.04%-10.3pp | 1.58%-11.9pp |
| Employer contribution / active EE | $15,616 | $2,361+561.5% | $4,951+215.4% | $2,544+513.8% |
| Participant deferral / active EE | $8,573 | $2,919+193.7% | $5,637+52.1% | $4,237+102.3% |
| Admin fee / account holder | $759 | $502+51.3% | $14,673-94.8% | $593+28.0% |