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 & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $38,865 |
BLITMAN & KING2+ years Service code 29 · EIN 16-1047304 | Legal | $25,481 |
MENGEL, METZGER, BARR & CO. LLP2+ years Filed as: MENGEL, METZGER, BARR & CO. Service code 10 · EIN 16-1092347 | Accounting | $16,600 |
KRISTINE VANFLEET2+ years Service code 30 · EIN 51-6029960 | Employee (plan) | $10,857 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $10,250 |
Filed as: MCCARTHY & ASSOCIATES Service code 10 · EIN 16-1120588 | Accounting | $7,173 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $5,480 |
INVESCO1 year Service code 72 · EIN 26-6399613 | Other investment fees and expenses | $5,181 |
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 | $39,992 | $89,739-55.4% | $149,718-73.3% | $62,292-35.8% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 5.44% | 21.01%-15.6pp | 1501.63%-1496.2pp | 28.90%-23.5pp |
| Employer contribution / active EE | $8,540 | $3,233+164.1% | $5,445+56.8% | $2,042+318.2% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $498 | $551-9.6% | $11,283-95.6% | $479+3.9% |