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 |
|---|---|---|
HEINTZBERGER PAYNE1+ years Filed as: HEINTZBERGER PAYNE & COMPANY LLC Service code 13 · EIN 20-8835556 | Contract Administrator | $8,552 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,937 | $46,360-24.6% | $147,614-76.3% | $52,331-33.2% |
| Participation rate | 62.3% | 64.9%-2.6pp | 84.6%-22.3pp | 68.1%-5.8pp |
| Annual return | -1.84% | 1.62%-3.5pp | 61.98%-63.8pp | 4.54%-6.4pp |
| Employer contribution / active EE | $961 | $2,126-54.8% | $5,564-82.7% | $1,882-48.9% |
| Participant deferral / active EE | $2,788 | $2,258+23.5% | $4,895-43.0% | $3,022-7.7% |
| Admin fee / account holder | $59 | $766-92.4% | $11,611-99.5% | $592-90.1% |