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, LLC7+ years Service code 37 · EIN 27-1835823 | Loan Processing | $48,293 |
BANKPLUS WEALTH MANAGEMENT7+ years Service code 26 · EIN 64-0655312 | Advisory (Participants) | $29,137 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $31,182 | $77,660-59.8% | $109,143-71.4% | $79,386-60.7% |
| Participation rate | 65.3% | 67.8%-2.5pp | 75.9%-10.5pp | 70.7%-5.4pp |
| Annual return | 9.38% | 23.44%-14.1pp | 25.75%-16.4pp | 116.85%-107.5pp |
| Employer contribution / active EE | $4,119 | $2,797+47.3% | $3,722+10.7% | $2,427+69.7% |
| Participant deferral / active EE | $2,663 | $3,518-24.3% | $4,653-42.8% | $4,046-34.2% |
| Admin fee / account holder | $192 | $732-73.8% | $6,752-97.2% | $626-69.4% |