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 & NAPIER8+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $117,982 |
BLITMAN & KING8+ years Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $19,188 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 27 · EIN 58-2432390 PO VOX 9510 · SAVANNAH, GA 31412 | Advisory (Plan) | $14,250 |
D'ARCANGELO & CO., LLP8+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $13,600 |
Filed as: PRINCIPAL Service code 19 · EIN 41-6257133 420 MONTGOMERY STREET · SAN FRANSISCO, CA 94104 | Securities Custodian | $11,429 |
BOLTON PARTNERS, INC.1 year Filed as: BOLTON PARNERS NORTHEAST, INC. Service code 11 · EIN 22-3502478 9000 MIDATLANTIC DRIVE, SUITE 100 · MT. LAUREL, NJ 08054 | Actuarial | $6,325 |
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 | $97,609 | $100,227-2.6% | $169,993-42.6% | $74,419+31.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 2.89% | 66.08%-63.2pp | 53.37%-50.5pp | 34.38%-31.5pp |
| Employer contribution / active EE | $5,789 | $4,263+35.8% | $6,785-14.7% | $2,637+119.5% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $10,408-100.0% | $4,528-100.0% |
| Admin fee / account holder | $734 | $234+212.9% | $12,815-94.3% | $348+110.9% |