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 & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $44,919 |
MENGEL, METZGER, BARR & CO. LLP3+ years Filed as: MENGEL, METZGER, BARR & CO. Service code 10 · EIN 16-1092347 | Accounting | $19,000 |
BLITMAN & KING3+ years Service code 29 · EIN 16-1047304 | Legal | $18,173 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $11,250 |
KRISTINE VANFLEET3+ years Service code 30 · EIN 51-6029960 | Employee (plan) | $11,013 |
Filed as: MCCARTHY & ASSOCIATES Service code 10 · EIN 16-1120588 | Accounting | $8,371 |
INVESCO2 years Service code 72 · EIN 26-6399613 | Other investment fees and expenses | $5,113 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,021 | $79,523-48.4% | $140,016-70.7% | $56,287-27.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | 3.66% | 2.39%+1.3pp | 651.12%-647.5pp | -9.96%+13.6pp |
| Employer contribution / active EE | $7,806 | $3,350+133.0% | $5,606+39.3% | $2,111+269.8% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $498 | $614-18.9% | $10,705-95.3% | $521-4.4% |