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 & NAPIER5+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $114,199 |
BLITMAN & KING5+ years Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $15,603 |
D'ARCANGELO & CO., LLP5+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $12,900 |
THE SEGAL COMPANY5+ years Filed as: SEGAL ADVISORS Service code 28 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Investment Management | $7,500 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 28 · EIN 41-6257133 420 MONTGOMERY STREET · SAN FRANSISCO, CA 94104 | Investment Management | $5,329 |
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 | $97,110 | $111,608-13.0% | $177,821-45.4% | $73,409+32.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 11.16% | 18.23%-7.1pp | 48.32%-37.2pp | 59.29%-48.1pp |
| Employer contribution / active EE | $5,257 | $3,796+38.5% | $5,918-11.2% | $2,234+135.3% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $736 | $166+344.7% | $12,427-94.1% | $158+366.4% |