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 |
|---|---|---|
APFS WEALTH MANAGEMENT6+ years Service code 27 · EIN 16-1462987 350 LINDEN OAKS, SUITE 140 · ROCHESTER, NY 14625 | Advisory (Plan) | $64,246 |
UNIFIED TRUST COMPANY, N.A.6+ years Service code 21 · EIN 61-1381380 | Bank Trustee | $59,596 |
Filed as: TEAMSTERS LOCAL 264 Service code 14 35 TYROL DRIVE · CHEEKTOWAGA, NY 14227 | Plan Administrator | $12,228 |
Service code 10 5214 MAIN ST., SUITE 200 · WILLIAMSVILLE, NY 14221 | Accounting | $11,500 |
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 | $50,187 | $61,473-18.4% | $81,930-38.7% | $73,409-31.6% |
| Participation rate | 93.1% | 72.4%+20.7pp | 72.0%+21.1pp | 72.2%+20.9pp |
| Annual return | 11.18% | 28.26%-17.1pp | 29.49%-18.3pp | 59.29%-48.1pp |
| Employer contribution / active EE | $1,406 | $1,898-25.9% | $4,310-67.4% | $2,234-37.1% |
| Participant deferral / active EE | $1,306 | $3,080-57.6% | $7,107-81.6% | $3,805-65.7% |
| Admin fee / account holder | $211 | $125+68.3% | $5,158-95.9% | $158+33.7% |