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, LLC9+ years Service code 37 · EIN 27-1835823 | Loan Processing | $52,910 |
BANKPLUS WEALTH MANAGEMENT9+ years Service code 26 · EIN 64-0655312 | Advisory (Participants) | $28,972 |
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 | $32,963 | $76,670-57.0% | $96,683-65.9% | $71,457-53.9% |
| Participation rate | 87.3% | 66.6%+20.7pp | 74.3%+13.0pp | 67.9%+19.4pp |
| Annual return | 13.23% | 48.29%-35.1pp | 35.69%-22.5pp | 28.85%-15.6pp |
| Employer contribution / active EE | $780 | $3,031-74.3% | $3,737-79.1% | $2,588-69.8% |
| Participant deferral / active EE | $2,717 | $3,771-28.0% | $4,878-44.3% | $4,289-36.7% |
| Admin fee / account holder | $210 | $2,028-89.6% | $6,730-96.9% | $1,587-86.8% |