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 |
|---|---|---|
HERITAGE PENSION ADVISORS, LLC5+ years Filed as: HERITAGE PENSION ADVISORS Service code 15 · EIN 27-1835823 | Recordkeeping | $25,773 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,244 | $58,927+70.1% | $76,817+30.5% | $72,985+37.3% |
| Participation rate | 79.4% | 67.3%+12.1pp | 72.1%+7.3pp | 69.5%+9.9pp |
| Annual return | -2.23% | 2305.64%-2307.9pp | 1166.11%-1168.3pp | 81.00%-83.2pp |
| Employer contribution / active EE | $492 | $1,787-72.5% | $2,302-78.6% | $2,440-79.8% |
| Participant deferral / active EE | $7,621 | $2,690+183.3% | $3,336+128.5% | $3,607+111.3% |
| Admin fee / account holder | $792 | $4,013-80.3% | $6,420-87.7% | $5,124-84.5% |