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 |
|---|---|---|
Service code 49 · EIN 16-6028820 | Other Services | $42,136 |
MANNING & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 21 · EIN 16-0995736 | Bank Trustee | $32,482 |
BONADIO & CO., LLP3+ years Service code 10 · EIN 16-1131146 | Accounting | $12,300 |
ROBERT PIZZO, ESQ.3+ years Service code 29 · EIN 82-0553395 | Legal | $8,113 |
LIFETIME BENEFIT SOLUTIONS3+ years Service code 15 70 METRO PARK · ROCHESTER, NY 14623 | Recordkeeping | $7,258 |
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 | $94,529-100.0% | $140,016-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 84.1%-84.1pp | 87.5%-87.5pp | 69.6%-69.6pp |
| Annual return | 2.55% | 7.77%-5.2pp | 651.12%-648.6pp | 7.63%-5.1pp |
| Employer contribution / active EE | $5,795 | $3,812+52.0% | $5,606+3.4% | $2,381+143.4% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,888-100.0% |