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 |
|---|---|---|
NYHART10+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $211,296 |
NATIONAL EXCHANGE BANK AND TRUST10+ years Service code 21 · EIN 39-0493676 | Bank Trustee | $62,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 15 P.O. BOX 770002 · CINCINNATI, OH 452778009 | Recordkeeping | $25,117 |
PROMANAGE LLC3 years Filed as: PROMANAGE, LLC Service code 26 130 EAST RANDOLPH STREET · CHICAGO, IL 60601 | Advisory (Participants) | $23,030 |
Filed as: PARK CAPITAL MANAGEMENT Service code 27 1601 GREENWAY CROSS · MADISON, WI 53713 | Advisory (Plan) | $11,741 |
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 | $135,039 | $89,436+51.0% | $164,813-18.1% | $77,643+73.9% |
| Participation rate | 88.8% | 78.6%+10.2pp | 78.6%+10.2pp | 70.6%+18.2pp |
| Annual return | 15.24% | 28.83%-13.6pp | 69.93%-54.7pp | 31.24%-16.0pp |
| Employer contribution / active EE | $3,110 | $2,569+21.1% | $4,341-28.3% | $2,726+14.1% |
| Participant deferral / active EE | $6,294 | $4,897+28.5% | $6,031+4.4% | $4,647+35.4% |
| Admin fee / account holder | $566 | $339+66.8% | $12,690-95.5% | $430+31.5% |