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 & NAPIER7+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $136,500 |
D'ARCANGELO & CO., LLP7+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $13,100 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $11,667 |
BLITMAN & KING7+ years Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $11,395 |
Filed as: PRINCIPAL Service code 19 · EIN 41-6257133 420 MONTGOMERY STREET · SAN FRANSISCO, CA 94104 | Securities Custodian | $9,143 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,765 | $86,897+11.4% | $151,611-36.2% | $64,808+49.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -11.59% | -3.57%-8.0pp | 3.33%-14.9pp | 32.82%-44.4pp |
| Employer contribution / active EE | $5,648 | $4,010+40.9% | $6,166-8.4% | $2,506+125.4% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $760 | $153+396.7% | $11,616-93.5% | $188+304.5% |