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 |
|---|---|---|
C.S. MCKEE, L.P.4+ years Filed as: C.S. MCKEE LP Service code 28 · EIN 25-1900687 ONE GATEWAY CENTRE · PITTSBURGH, PA 15222 | Investment Management | $55,610 |
MANNING & NAPIER4+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 13204 | Investment Management | $53,843 |
HIGHTOWER ADVISORS LLC4+ years Filed as: HIGHTOWER ADVISORS MORGIA GROUP Service code 27 · EIN 36-4500709 151 MULLIN STREET · WATERTOWN, NY 13601 | Advisory (Plan) | $48,000 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-3437991 990 SEVENTH ST NW SU 900 · WASHINGTON, DC 20001 | Investment Management | $47,322 |
GOLDMAN SACHS4+ years Filed as: SEIZERT CAPITAL LLP Service code 28 · EIN 38-3553488 185 OAKLAND AVENUE SU 100 · BIRMINGHAM, MI 48009 | Investment Management | $34,955 |
WEDGEWOOD PARTNERS INC4+ years Service code 28 · EIN 43-1468106 9909 CLAYTON ROAD · ST LOUIS, MO 63124 | Investment Management | $31,328 |
STACKEL & NAVARRA CPA PC4+ years Service code 10 · EIN 16-1215909 216 WASHINGTON ST SU 402 · WATERTOWN, NY 13601 | Accounting | $30,000 |
COMMUNITY BANK, NA4+ years Filed as: COMMUNITY BANK NA Service code 19 · EIN 15-0436580 P.O. BOX 690 · OLEAN, NY 14760 | Securities Custodian | $19,589 |
BLITMAN & KING4+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN ST · SYRACUSE, NY 13204 | Legal | $16,321 |
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 | $0 | $40,522-100.0% | $84,611-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 51.1%-51.1pp | 68.2%-68.2pp | 71.3%-71.3pp |
| Annual return | 5.22% | 32.72%-27.5pp | 258.74%-253.5pp | 378.56%-373.3pp |
| Employer contribution / active EE | $6,628 | $1,146+478.3% | $2,652+149.9% | $2,148+208.6% |
| Participant deferral / active EE | $0 | $2,132-100.0% | $3,899-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $4,912-100.0% | $142-100.0% |