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 & NAPIER10+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 27 · EIN 16-0995736 | Advisory (Plan) | $177,848 |
AMERISERV TRUST & FINANCIAL SERVICE10+ years Service code 18 · EIN 25-1689052 216 FRANKLIN STREET · JOHNSTOWN, PA 15901 | Custodial (securities); Float revenue... | $36,297 |
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 | $162,353 | $86,944+86.7% | $107,525+51.0% | $74,304+118.5% |
| Participation rate | 99.0% | 59.6%+39.5pp | 75.1%+23.9pp | 60.3%+38.7pp |
| Annual return | 8.46% | 23.52%-15.1pp | 181.32%-172.9pp | 29.43%-21.0pp |
| Employer contribution / active EE | $9,795 | $2,757+255.3% | $3,754+161.0% | $2,241+337.0% |
| Participant deferral / active EE | $2,423 | $3,554-31.8% | $5,116-52.6% | $3,767-35.7% |
| Admin fee / account holder | $1,447 | $3,727-61.2% | $8,919-83.8% | $2,969-51.3% |