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 |
|---|---|---|
MANNING & NAPIER6+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 13204 | Investment Management | $66,616 |
C.S. MCKEE, L.P.6+ years Filed as: C.S. MCKEE LP Service code 28 · EIN 25-1900687 ONE GATEWAY CENTRE · PITTSBURGH, PA 15222 | Investment Management | $66,033 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-3437991 990 SEVENTH ST NW SU 900 · WASHINGTON, DC 20001 | Investment Management | $56,009 |
HIGHTOWER ADVISORS LLC6+ years Filed as: HIGHTOWER ADVISORS MORGIA GROUP Service code 27 · EIN 36-4500709 151 MULLIN STREET · WATERTOWN, NY 13601 | Advisory (Plan) | $48,000 |
GOLDMAN SACHS6+ years Filed as: SEIZERT CAPITAL LLP Service code 28 · EIN 38-3553488 185 OAKLAND AVENUE SU 100 · BIRMINGHAM, MI 48009 | Investment Management | $40,710 |
WEDGEWOOD PARTNERS INC6+ years Service code 28 · EIN 43-1468106 9909 CLAYTON ROAD · ST LOUIS, MO 63124 | Investment Management | $35,089 |
STACKEL & NAVARRA CPA PC6+ years Service code 10 · EIN 16-1215909 216 WASHINGTON ST SU 402 · WATERTOWN, NY 13601 | Accounting | $31,000 |
BLITMAN & KING6+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN ST · SYRACUSE, NY 13204 | Legal | $24,951 |
COMMUNITY BANK, NA6+ years Filed as: COMMUNITY BANK NA Service code 18 · EIN 15-0436580 P.O. BOX 690 · OLEAN, NY 14760 | Custodial (securities); Custodial (ot... | $22,073 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,933 | $41,647+113.5% | $96,139-7.5% | $86,799+2.5% |
| Participation rate | 100.0% | 50.2%+49.8pp | 68.4%+31.6pp | 72.3%+27.7pp |
| Annual return | 21.86% | 27.24%-5.4pp | 191.94%-170.1pp | 97.91%-76.0pp |
| Employer contribution / active EE | $8,625 | $1,318+554.6% | $2,797+208.4% | $2,405+258.6% |
| Participant deferral / active EE | $0 | $2,412-100.0% | $4,349-100.0% | $4,131-100.0% |
| Admin fee / account holder | $573 | $169+238.5% | $5,537-89.6% | $170+238.1% |