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 |
|---|---|---|
PROMANAGE LLC1 year Filed as: PROMANAGE, LLC Service code 26 130 EAST RANDOLPH STREET · CHICAGO, IL 60601 | Advisory (Participants) | $148,294 |
NATIONAL EXCHANGE BANK AND TRUST8+ years Service code 21 · EIN 39-0493676 | Bank Trustee | $56,250 |
NYHART8+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $124 |
Filed as: FIDELITY INVESTMENTS Service code 15 P.O. BOX 770002 · CINCINNATI, OH 452778009 | Recordkeeping | $0 |
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 | $109,912 | $71,142+54.5% | $119,609-8.1% | $64,808+69.6% |
| Participation rate | 94.6% | 78.6%+16.0pp | 79.3%+15.4pp | 71.5%+23.2pp |
| Annual return | -17.57% | -10.01%-7.6pp | -14.97%-2.6pp | 32.82%-50.4pp |
| Employer contribution / active EE | $3,782 | $2,497+51.4% | $4,232-10.6% | $2,506+50.9% |
| Participant deferral / active EE | $7,377 | $4,490+64.3% | $5,602+31.7% | $4,310+71.1% |
| Admin fee / account holder | $383 | $162+136.4% | $10,323-96.3% | $188+104.1% |