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, LLC6+ years Service code 37 · EIN 27-1835823 | Loan Processing | $47,519 |
BANKPLUS WEALTH MANAGEMENT6+ years Service code 26 · EIN 64-0655312 | Advisory (Participants) | $25,395 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,153 | $69,362-59.4% | $101,248-72.2% | $73,488-61.7% |
| Participation rate | 84.9% | 68.4%+16.6pp | 75.8%+9.1pp | 70.7%+14.3pp |
| Annual return | 9.92% | 18.46%-8.5pp | 46.47%-36.5pp | 28.51%-18.6pp |
| Employer contribution / active EE | $1,674 | $2,628-36.3% | $3,660-54.3% | $2,270-26.3% |
| Participant deferral / active EE | $1,998 | $3,300-39.5% | $4,370-54.3% | $3,740-46.6% |
| Admin fee / account holder | $177 | $704-74.8% | $5,945-97.0% | $513-65.4% |