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 MANAGEMENT2 years Service code 26 711 STATE STREET · ERIE, PA 16501 | Advisory (Participants) | $33,493 |
ALERUS FINANCIAL, N.A.2 years Filed as: ALERUS FINANCIAL, N. A. Service code 15 · EIN 45-6062081 | Recordkeeping | $12,649 |
Service code 29 42 DELAWARE AVE, #120 · BUFFALO, NY 14202 | Legal | $8,092 |
FELIX & GLOEKLER5+ years Service code 10 · EIN 26-0001555 | Accounting | $7,750 |
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 | $41,322 | $66,124-37.5% | $90,404-54.3% | $73,488-43.8% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 0.21% | 17.65%-17.4pp | 1293.02%-1292.8pp | 28.51%-28.3pp |
| Employer contribution / active EE | $3,101 | $2,346+32.2% | $3,262-4.9% | $2,270+36.6% |
| Participant deferral / active EE | $132 | $3,039-95.6% | $3,963-96.7% | $3,740-96.5% |
| Admin fee / account holder | $375 | $396-5.4% | $5,611-93.3% | $513-27.0% |