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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $22,571 |
Service code 10 · EIN 14-1624930 | Accounting | $17,256 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 51 · EIN 16-1290558 183 SULLYS TRAIL · PITTSFORD, NY 14534 | Investment Mgmt Fees | $13,912 |
BLITMAN & KING2 years Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $13,104 |
MANNING & NAPIER2 years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $6,281 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,212 | $44,794-86.1% | $90,281-93.1% | $77,787-92.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 73.3%+26.7pp | 73.2%+26.8pp |
| Annual return | 0.89% | 28.23%-27.3pp | 78.10%-77.2pp | 32.57%-31.7pp |
| Employer contribution / active EE | $1,221 | $1,809-32.5% | $2,854-57.2% | $2,504-51.2% |
| Participant deferral / active EE | $0 | $2,642-100.0% | $3,885-100.0% | $3,967-100.0% |
| Admin fee / account holder | $99 | $94+5.0% | $5,351-98.1% | $100-0.9% |