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 & NAPIER7+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 13204 | Investment Management | $70,082 |
C.S. MCKEE, L.P.7+ years Filed as: C.S. MCKEE LP Service code 28 · EIN 25-1900687 ONE GATEWAY CENTRE · PITTSBURGH, PA 15222 | Investment Management | $64,848 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-3437991 990 SEVENTH ST NW SU 900 · WASHINGTON, DC 20001 | Investment Management | $61,300 |
GOLDMAN SACHS7+ years Filed as: SEIZERT CAPITAL LLP Service code 28 · EIN 38-3553488 185 OAKLAND AVENUE SU 100 · BIRMINGHAM, MI 48009 | Investment Management | $56,721 |
WEDGEWOOD PARTNERS INC7+ years Service code 28 · EIN 43-1468106 9909 CLAYTON ROAD · ST LOUIS, MO 63124 | Investment Management | $48,569 |
HIGHTOWER ADVISORS LLC7+ years Filed as: HIGHTOWER ADVISORS MORGIA GROUP Service code 27 · EIN 36-4500709 151 MULLIN STREET · WATERTOWN, NY 13601 | Advisory (Plan) | $48,000 |
STACKEL & NAVARRA CPA PC7+ years Service code 10 · EIN 16-1215909 216 WASHINGTON ST SU 402 · WATERTOWN, NY 13601 | Accounting | $33,000 |
COMMUNITY BANK, NA7+ years Filed as: COMMUNITY BANK NA Service code 19 · EIN 15-0436580 P.O. BOX 690 · OLEAN, NY 14760 | Securities Custodian | $31,704 |
BLITMAN & KING7+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN ST · SYRACUSE, NY 13204 | Legal | $27,098 |
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 | $84,363 | $34,677+143.3% | $77,024+9.5% | $64,808+30.2% |
| Participation rate | 100.0% | 49.8%+50.2pp | 67.9%+32.1pp | 71.5%+28.5pp |
| Annual return | -7.83% | -5.33%-2.5pp | 42.32%-50.1pp | 32.82%-40.6pp |
| Employer contribution / active EE | $9,790 | $1,370+614.6% | $2,812+248.1% | $2,506+290.7% |
| Participant deferral / active EE | $0 | $2,556-100.0% | $4,426-100.0% | $4,310-100.0% |
| Admin fee / account holder | $649 | $179+263.5% | $5,425-88.0% | $188+245.5% |