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 |
|---|---|---|
FNB WEALTH MANAGEMENT1 year Service code 26 711 STATE STREET · ERIE, PA 16501 | Advisory (Participants) | $32,276 |
ALERUS FINANCIAL, N.A.1 year Filed as: ALERUS FINANCIAL, N. A. Service code 15 · EIN 45-6062081 | Recordkeeping | $11,413 |
FELIX & GLOEKLER4+ years Service code 10 · EIN 26-0001555 | Accounting | $8,500 |
Service code 29 42 DELAWARE AVE, #120 · BUFFALO, NY 14202 | Legal | $6,228 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $48,691 | $51,620-5.7% | $90,281-46.1% | $65,185-25.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 3.72% | 24.94%-21.2pp | 78.10%-74.4pp | 29.38%-25.7pp |
| Employer contribution / active EE | $2,612 | $2,235+16.9% | $2,854-8.5% | $2,177+20.0% |
| Participant deferral / active EE | $68 | $2,871-97.6% | $3,885-98.2% | $3,514-98.1% |
| Admin fee / account holder | $382 | $384-0.6% | $5,351-92.9% | $847-54.9% |