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 |
|---|---|---|
BANKPLUS WEALTH MANAGEMENT2 years Service code 26 · EIN 64-0655312 | Advisory (Participants) | $8,347 |
Filed as: HERITAGE PENSION ADVISORS Service code 37 · EIN 27-1835823 | Loan Processing | $8,199 |
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 | $15,842 | $58,879-73.1% | $178,490-91.1% | $73,488-78.4% |
| Participation rate | 49.6% | 66.2%-16.6pp | 81.9%-32.3pp | 70.7%-21.1pp |
| Annual return | 8.70% | 24.86%-16.2pp | 151.07%-142.4pp | 28.51%-19.8pp |
| Employer contribution / active EE | $790 | $2,236-64.7% | $5,011-84.2% | $2,270-65.2% |
| Participant deferral / active EE | $929 | $2,567-63.8% | $5,202-82.1% | $3,740-75.2% |
| Admin fee / account holder | $180 | $400-55.1% | $13,984-98.7% | $513-64.9% |