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.10+ years Filed as: C.S. MCKEE LP Service code 28 · EIN 25-1900687 ONE GATEWAY CENTRE · PITTSBURGH, PA 15222 | Investment Management | $70,044 |
MANNING & NAPIER10+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 13204 | Investment Management | $69,764 |
GOLDMAN SACHS10+ years Filed as: SEIZERT CAPITAL LLP Service code 28 · EIN 38-3553488 185 OAKLAND AVENUE SU 100 · BIRMINGHAM, MI 48009 | Investment Management | $63,418 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-3437991 990 SEVENTH ST NW SU 900 · WASHINGTON, DC 20001 | Investment Management | $61,575 |
WEDGEWOOD PARTNERS INC10+ years Service code 28 · EIN 43-1468106 9909 CLAYTON ROAD · ST LOUIS, MO 63124 | Investment Management | $60,586 |
HIGHTOWER ADVISORS LLC10+ years Filed as: HIGHTOWER ADVISORS MORGIA GROUP Service code 27 · EIN 36-4500709 151 MULLIN STREET · WATERTOWN, NY 13601 | Advisory (Plan) | $50,900 |
COMMUNITY BANK, NA10+ years Filed as: COMMUNITY BANK NA Service code 19 · EIN 15-0436580 PO BOX 690 · OLEAN, NY 14760 | Securities Custodian | $34,507 |
BLITMAN & KING10+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN ST · SYRACUSE, NY 13204 | Legal | $22,286 |
D'ARCANGELO & CO., LLP2 years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $20,000 |
STACKEL & NAVARRA CPA PC10+ years Service code 10 · EIN 16-1215909 216 WASHINGTON ST SU 402 · WATERTOWN, NY 13601 | Accounting | $10,800 |
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 | $97,674 | $42,886+127.8% | $88,946+9.8% | $85,563+14.2% |
| Participation rate | 100.0% | 37.9%+62.1pp | 68.8%+31.2pp | 66.0%+34.0pp |
| Annual return | 10.26% | 44.56%-34.3pp | 57.82%-47.6pp | 31.51%-21.3pp |
| Employer contribution / active EE | $8,754 | $1,147+663.2% | $2,555+242.6% | $2,654+229.9% |
| Participant deferral / active EE | $0 | $2,108-100.0% | $4,581-100.0% | $4,375-100.0% |
| Admin fee / account holder | $632 | $2,263-72.1% | $8,261-92.3% | $834-24.2% |