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 |
|---|---|---|
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 21 · EIN 16-0995736 | Bank Trustee | $28,683 |
BONADIO & CO., LLP2+ years Service code 10 · EIN 16-1131146 | Accounting | $12,200 |
LIFETIME BENEFIT SOLUTIONS2+ years Service code 15 70 METRO PARK · ROCHESTER, NY 14623 | Recordkeeping | $6,267 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $100,041-100.0% | $149,718-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 83.6%-83.6pp | 87.1%-87.1pp | 69.5%-69.5pp |
| Annual return | 5.57% | 27.43%-21.9pp | 1501.63%-1496.1pp | 73.14%-67.6pp |
| Employer contribution / active EE | $4,080 | $3,662+11.4% | $5,445-25.1% | $2,342+74.2% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |