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 |
|---|---|---|
USI CONSULTING GROUP10+ years Filed as: BURKE GROUP Service code 13 · EIN 16-1360774 80 LINDEN OAKS, SUITE 210 · ROCHESTER, NY 14625 | Contract Administrator | $35,742 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 300 LINDEN OAKS SUITE 200 · ROCHESTER, NY 14625 | Advisory (Plan) | $20,000 |
D'ARCANGELO & CO., LLP10+ years Filed as: D'ARCANGELO & CO. LLP Service code 10 · EIN 13-2550103 200 E. GARDEN ST. · ROME, NY 13442 | Accounting | $10,000 |
BLITMAN & KING10+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 SUITE 300, 443 N FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $9,587 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,103 | $80,724-23.1% | $103,333-39.9% | $74,495-16.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 11.90% | 27.56%-15.7pp | 24.88%-13.0pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $3,140 | $3,157-0.6% | $3,868-18.8% | $2,623+19.7% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $542 | $2,368-77.1% | $8,355-93.5% | $1,942-72.1% |