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, LLC10+ years Service code 37 · EIN 27-1835823 | Loan Processing | $46,045 |
BANKPLUS WEALTH MANAGEMENT10+ years Service code 26 · EIN 64-0655312 | Advisory (Participants) | $30,883 |
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.
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 | $34,088 | $80,724-57.8% | $103,333-67.0% | $74,495-54.2% |
| Participation rate | 42.6% | 65.7%-23.1pp | 74.5%-31.9pp | 67.2%-24.6pp |
| Annual return | 9.33% | 27.56%-18.2pp | 24.88%-15.6pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $2,769 | $3,157-12.3% | $3,868-28.4% | $2,623+5.6% |
| Participant deferral / active EE | $2,441 | $3,860-36.8% | $5,057-51.7% | $4,346-43.8% |
| Admin fee / account holder | $199 | $2,368-91.6% | $8,355-97.6% | $1,942-89.8% |