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 ADVISORS4 years Service code 27 · EIN 46-1418604 | Advisory (Plan) | $112,778 |
Service code 10 · EIN 54-1451026 | Accounting | $32,865 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$59,726 |
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 | $523,712 | $61,272+754.7% | $149,673+249.9% | $71,457+632.9% |
| Participation rate | 97.7% | 62.5%+35.2pp | 78.8%+18.9pp | 67.9%+29.8pp |
| Annual return | 15.43% | 35.85%-20.4pp | 134.42%-119.0pp | 28.85%-13.4pp |
| Employer contribution / active EE | $22,157 | $2,378+831.6% | $4,818+359.9% | $2,588+756.3% |
| Participant deferral / active EE | $12,017 | $2,917+312.0% | $5,680+111.6% | $4,289+180.2% |
| Admin fee / account holder | $558 | $1,261-55.8% | $13,210-95.8% | $1,587-64.9% |