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, LLC8+ years Service code 37 · EIN 27-1835823 | Loan Processing | $47,834 |
BANKPLUS WEALTH MANAGEMENT8+ years Service code 26 · EIN 64-0655312 | Advisory (Participants) | $27,350 |
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 | $30,557 | $64,119-52.3% | $112,228-72.8% | $66,914-54.3% |
| Participation rate | 74.4% | 68.5%+5.9pp | 75.1%-0.7pp | 69.8%+4.6pp |
| Annual return | -11.56% | -13.81%+2.2pp | 27.45%-39.0pp | 1.58%-13.1pp |
| Employer contribution / active EE | $4,116 | $3,005+37.0% | $3,635+13.2% | $2,544+61.8% |
| Participant deferral / active EE | $2,267 | $3,693-38.6% | $4,728-52.1% | $4,237-46.5% |
| Admin fee / account holder | $202 | $625-67.7% | $6,410-96.8% | $593-65.9% |