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 | $67,626 |
MANNING & NAPIER9+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 13204 | Investment Management | $66,009 |
C.S. MCKEE, L.P.9+ years Filed as: C.S. MCKEE LP Service code 28 · EIN 25-1900687 ONE GATEWAY CENTRE · PITTSBURGH, PA 15222 | Investment Management | $61,753 |
GOLDMAN SACHS9+ years Filed as: SEIZERT CAPITAL LLP Service code 28 · EIN 38-3553488 185 OAKLAND AVENUE SU 100 · BIRMINGHAM, MI 48009 | Investment Management | $54,289 |
HIGHTOWER ADVISORS LLC9+ years Filed as: HIGHTOWER ADVISORS MORGIA GROUP Service code 27 · EIN 36-4500709 151 MULLIN STREET · WATERTOWN, NY 13601 | Advisory (Plan) | $50,400 |
WEDGEWOOD PARTNERS INC9+ years Service code 28 · EIN 43-1468106 9909 CLAYTON ROAD · ST LOUIS, MO 63124 | Investment Management | $47,983 |
COMMUNITY BANK, NA9+ years Filed as: COMMUNITY BANK NA Service code 19 · EIN 15-0436580 PO BOX 690 · OLEAN, NY 14760 | Securities Custodian | $29,977 |
BLITMAN & KING9+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 443 NORTH FRANKLING ST · SYRACUSE, NY 13204 | Legal | $20,364 |
D'ARCANGELO & CO., LLP1 year Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $20,000 |
STACKEL & NAVARRA CPA PC9+ years Service code 10 · EIN 16-1215909 216 WASHINGTON ST SU 402 · WATERTOWN, NY 13601 | Accounting | $9,700 |
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 | $95,564 | $45,031+112.2% | $84,966+12.5% | $77,643+23.1% |
| Participation rate | 100.0% | 48.7%+51.3pp | 67.5%+32.5pp | 70.6%+29.4pp |
| Annual return | 11.83% | 79.22%-67.4pp | 66.38%-54.6pp | 31.24%-19.4pp |
| Employer contribution / active EE | $9,035 | $1,609+461.4% | $2,727+231.3% | $2,726+231.5% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $4,519-100.0% | $4,647-100.0% |
| Admin fee / account holder | $628 | $912-31.1% | $6,149-89.8% | $430+46.0% |