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 |
|---|---|---|
QCI ASSET MANAGEMENT5+ years Filed as: QCI ASSET MANAGEMENT, INC. Service code 26 · EIN 16-1045618 | Advisory (Participants) | $133,019 |
GROGAN & STUFFLEBEAM, CPAS LLP5+ years Service code 10 · EIN 20-0389490 | Accounting | $17,100 |
Filed as: RIMKUS MARCIANO & ASSOCIATES, INC. Service code 15 · EIN 22-2725182 3136 WINTON ROAD SOUTH · ROCHESTER, NY 14623 | Recordkeeping | $9,533 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 19 · EIN 94-1737782 | Securities Custodian | $8,106 |
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,923 | $63,114+200.9% | $92,893+104.5% | $65,185+191.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 14.73% | 28.75%-14.0pp | 109.41%-94.7pp | 29.38%-14.7pp |
| Employer contribution / active EE | $17,036 | $2,571+562.7% | $3,653+366.4% | $2,177+682.7% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $953 | $624+52.8% | $5,794-83.5% | $847+12.5% |