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.5+ years Filed as: C.S. MCKEE LP Service code 29 · EIN 25-1900687 ONE GATEWAY CENTRE · PITTSBURGH, PA 15222 | Legal | $63,824 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-3437991 990 SEVENTH ST NW SU 900 · WASHINGTON, DC 20001 | Investment Management | $54,867 |
MANNING & NAPIER5+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 13204 | Investment Management | $48,679 |
HIGHTOWER ADVISORS LLC5+ years Filed as: HIGHTOWER ADVISORS MORGIA GROUP Service code 27 · EIN 36-4500709 151 MULLIN STREET · WATERTOWN, NY 13601 | Advisory (Plan) | $48,000 |
GOLDMAN SACHS5+ years Filed as: SEIZERT CAPITAL LLP Service code 28 · EIN 38-3553488 185 OAKLAND AVENUE SU 100 · BIRMINGHAM, MI 48009 | Investment Management | $30,837 |
STACKEL & NAVARRA CPA PC5+ years Service code 10 · EIN 16-1215909 216 WASHINGTON ST SU 402 · WATERTOWN, NY 13601 | Accounting | $30,000 |
WEDGEWOOD PARTNERS INC5+ years Service code 28 · EIN 43-1468106 9909 CLAYTON ROAD · ST LOUIS, MO 63124 | Investment Management | $28,927 |
COMMUNITY BANK, NA5+ years Filed as: COMMUNITY BANK NA Service code 19 · EIN 15-0436580 P.O. BOX 690 · OLEAN, NY 14760 | Securities Custodian | $23,673 |
BLITMAN & KING5+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN ST · SYRACUSE, NY 13204 | Legal | $20,392 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,349 | $39,948+48.6% | $89,391-33.6% | $73,409-19.2% |
| Participation rate | 100.0% | 50.4%+49.6pp | 68.0%+32.0pp | 72.2%+27.8pp |
| Annual return | 6.65% | 50.12%-43.5pp | 245.62%-239.0pp | 59.29%-52.6pp |
| Employer contribution / active EE | $6,633 | $1,200+452.8% | $2,586+156.5% | $2,234+197.0% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $3,890-100.0% | $3,805-100.0% |
| Admin fee / account holder | $419 | $134+212.5% | $4,881-91.4% | $158+165.7% |