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 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $534,266 | $55,415+864.1% | $155,509+243.6% | $74,495+617.2% |
| Participation rate | 95.3% | 61.9%+33.4pp | 78.2%+17.2pp | 67.2%+28.1pp |
| Annual return | 16.77% | 268.50%-251.7pp | 64.67%-47.9pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $22,647 | $2,267+898.9% | $4,672+384.7% | $2,623+763.4% |
| Participant deferral / active EE | $12,128 | $2,836+327.7% | $5,626+115.6% | $4,346+179.1% |
| Admin fee / account holder | $268 | $1,738-84.6% | $15,912-98.3% | $1,942-86.2% |