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 9-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 |
|---|---|---|
HEARD MCELROY & VESTAL, LLC4 years Filed as: HEARD, MCELROY, & VESTAL Service code 15 · EIN 72-0398470 | Recordkeeping | $47,281 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $20,550 |
Filed as: NW MUTUAL WEALTH MGMT COMPANY Service code 27 · EIN 36-2018056 | Advisory (Plan) | $9,006 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,130 | $175,202-67.4% | $149,673-61.8% | $139,434-59.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 13.49% | 166.71%-153.2pp | 134.42%-120.9pp | 372.94%-359.5pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $5,680-100.0% | $6,710-100.0% |
| Admin fee / account holder | $445 | $16,150-97.2% | $13,210-96.6% | $11,403-96.1% |