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 |
|---|---|---|
FMF&E WEALTH MANAGEMENT, LLC4+ years Service code 27 · EIN 16-1587252 125 E JEFFERSON ST · SYRACUSE, NY 13202 | Advisory (Plan) | $29,197 |
SECURITIES AMERICA INC4+ years Filed as: M&T SECURITIES Service code 27 · EIN 16-1263079 285 DELAWARE AVE · BUFFALO, NY 14202 | Advisory (Plan) | $20,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 443 N FRANKLIN ST · SYRACUSE, NY 13204 | Accounting | $11,320 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$44,575 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,458 | $88,122+54.9% | $141,162-3.3% | $67,579+101.9% |
| Participation rate | 90.3% | 76.5%+13.8pp | 82.5%+7.8pp | 71.3%+19.0pp |
| Annual return | 24.41% | 75.40%-51.0pp | 71.39%-47.0pp | 378.56%-354.1pp |
| Employer contribution / active EE | $2,214 | $3,224-31.3% | $4,735-53.2% | $2,148+3.1% |
| Participant deferral / active EE | $8,189 | $5,958+37.4% | $6,709+22.1% | $3,539+131.4% |
| Admin fee / account holder | $31 | $131-76.0% | $10,261-99.7% | $142-77.9% |