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 |
|---|---|---|
IBEW-NECA SERVICE CENTER1 year Filed as: IBEW LOCAL NO 86 ANNUITY FUND Service code 99 2300 E RIVER RD · ROCHESTER, NY 14623 | Other Fees | $273,588 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44,421 |
Filed as: MERRILL LYNCH Service code 16 · EIN 36-3145972 | Consulting | $43,500 |
BONADIO & CO., LLP8 years Service code 50 · EIN 16-1131146 | Direct Payment | $34,129 |
HARTER SECREST & EMERY LLP7 years Filed as: HARTER SECREST & EMERY, LLP Service code 29 · EIN 16-0766162 | Legal | $29,871 |
Filed as: JOHN HANCOCK RETIREMENT SERVICE Service code 19 · EIN 01-0233346 | Securities Custodian | $20,373 |
BENESYS, INC.10+ years Service code 49 700 TOWER DRIVE, SUITE 300 · TROY, NY 48098 | Other Services | $8,996 |
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 | $159,114 | $103,641+53.5% | $107,525+48.0% | $102,872+54.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 4.03% | 13.08%-9.1pp | 181.32%-177.3pp | 19.06%-15.0pp |
| Employer contribution / active EE | $6,344 | $5,096+24.5% | $3,754+69.0% | $3,526+79.9% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $192 | $276-30.5% | $8,919-97.8% | $292-34.4% |