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 15 · EIN 27-1835823 | Recordkeeping | $16,728 |
BANKPLUS WEALTH MANAGEMENT9+ years Service code 26 · EIN 64-0655312 | Advisory (Participants) | $14,622 |
WILLIAMS WEISS HESTER & CO2 years Filed as: WILLIAMS WEISS HESTER AND CO Service code 10 · EIN 64-0314741 | Accounting | $9,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $24,939 | $61,272-59.3% | $149,673-83.3% | $71,457-65.1% |
| Participation rate | 42.4% | 62.5%-20.1pp | 78.8%-36.4pp | 67.9%-25.5pp |
| Annual return | 14.14% | 35.85%-21.7pp | 134.42%-120.3pp | 28.85%-14.7pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,103 | $2,917-62.2% | $5,680-80.6% | $4,289-74.3% |
| Admin fee / account holder | $556 | $1,261-55.9% | $13,210-95.8% | $1,587-65.0% |