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 |
|---|---|---|
HEADWATERS WEALTH MANAGEMENT3 years Filed as: HEADWATERS WEALTH MANAGMENT Service code 26 401 W FRONT ST · BOISE, ID 83702 | Advisory (Participants) | $114,946 |
Service code 26 · EIN 51-0396365 | Advisory (Participants) | $37,711 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $479,184 | $61,156+683.5% | $185,823+157.9% | $79,386+503.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 12.63% | 19.45%-6.8pp | 122.05%-109.4pp | 116.85%-104.2pp |
| Employer contribution / active EE | $26,458 | $2,321+1040.2% | $5,167+412.0% | $2,427+990.0% |
| Participant deferral / active EE | $15,389 | $2,789+451.8% | $5,568+176.4% | $4,046+280.4% |
| Admin fee / account holder | $950 | $710+33.9% | $16,237-94.1% | $626+51.7% |