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 Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $97,212 |
BLITMAN & KING2+ years Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $14,985 |
D'ARCANGELO & CO., LLP2+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $12,500 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 28 · EIN 41-6257133 420 MONTGOMERY STREET · SAN FRANSISCO, CA 94104 | Investment Management | $9,888 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS Service code 28 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Investment Management | $7,500 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,864 | $81,537+9.0% | $149,718-40.6% | $69,631+27.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 6.40% | 22.79%-16.4pp | 1501.63%-1495.2pp | 27571.02%-27564.6pp |
| Employer contribution / active EE | $5,472 | $3,239+69.0% | $5,445+0.5% | $2,032+169.3% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $593 | $107+454.6% | $11,283-94.7% | $110+436.6% |