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 MANAGEMENT3 years Service code 26 711 STATE STREET · ERIE, PA 16501 | Advisory (Participants) | $15,130 |
FELIX & GLOEKLER6+ years Service code 10 · EIN 26-0001555 | Accounting | $8,250 |
Service code 29 42 DELAWARE AVE, #120 · BUFFALO, NY 14202 | Legal | $2,237 |
ALERUS FINANCIAL, N.A.3 years Filed as: ALERUS FINANCIAL, N. A. Service code 15 · EIN 45-6062081 | Recordkeeping | $757 |
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.)
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 | $44,981 | $63,745-29.4% | $98,442-54.3% | $79,386-43.3% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 22.78% | 625.80%-603.0pp | 1492.73%-1469.9pp | 116.85%-94.1pp |
| Employer contribution / active EE | $2,768 | $2,557+8.3% | $2,960-6.5% | $2,427+14.0% |
| Participant deferral / active EE | $99 | $3,303-97.0% | $4,276-97.7% | $4,046-97.6% |
| Admin fee / account holder | $320 | $516-37.8% | $5,949-94.6% | $626-48.8% |