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 |
|---|---|---|
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-3437991 990 SEVENTH ST NW SU 900 · WASHINGTON, DC 20001 | Investment Management | $74,122 |
C.S. MCKEE, L.P.8+ years Filed as: C.S. MCKEE LP Service code 28 · EIN 25-1900687 ONE GATEWAY CENTRE · PITTSBURGH, PA 15222 | Investment Management | $61,177 |
MANNING & NAPIER8+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 13204 | Investment Management | $55,307 |
GOLDMAN SACHS8+ years Filed as: SEIZERT CAPITAL LLP Service code 28 · EIN 38-3553488 185 OAKLAND AVENUE SU 100 · BIRMINGHAM, MI 48009 | Investment Management | $52,247 |
HIGHTOWER ADVISORS LLC8+ years Filed as: HIGHTOWER ADVISORS MORGIA GROUP Service code 27 · EIN 36-4500709 151 MULLIN STREET · WATERTOWN, NY 13601 | Advisory (Plan) | $50,400 |
STACKEL & NAVARRA CPA PC8+ years Service code 10 · EIN 16-1215909 216 WASHINGTON ST SU 402 · WATERTOWN, NY 13601 | Accounting | $31,000 |
WEDGEWOOD PARTNERS INC8+ years Service code 28 · EIN 43-1468106 9909 CLAYTON ROAD · ST LOUIS, MO 63124 | Investment Management | $28,365 |
COMMUNITY BANK, NA8+ years Filed as: COMMUNITY BANK NA Service code 19 · EIN 15-0436580 PO BOX 690 · OLEAN, NY 14760 | Securities Custodian | $27,042 |
BLITMAN & KING8+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 443 NORTH FRANKLING ST · SYRACUSE, NY 13204 | Legal | $22,670 |
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 | $87,226 | $40,385+116.0% | $80,569+8.3% | $74,419+17.2% |
| Participation rate | 100.0% | 47.4%+52.6pp | 67.0%+33.0pp | 70.7%+29.3pp |
| Annual return | 4.31% | 164.85%-160.5pp | 935.43%-931.1pp | 34.38%-30.1pp |
| Employer contribution / active EE | $9,363 | $1,496+525.8% | $2,723+243.8% | $2,637+255.0% |
| Participant deferral / active EE | $0 | $2,674-100.0% | $4,447-100.0% | $4,528-100.0% |
| Admin fee / account holder | $595 | $720-17.3% | $5,377-88.9% | $348+71.0% |