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 MANAGEMENT1+ years Service code 27 350 LINDEN OAKS SUITE 140 · ROCHESTER, NY 14625 | Advisory (Plan) | $21,634 |
UNIFIED TRUST COMPANY, N.A.1+ years Service code 21 · EIN 61-1256314 | Bank Trustee | $13,533 |
LIFETIME BENEFIT SOLUTIONS1+ years Service code 15 · EIN 16-1171765 | Recordkeeping | $12,523 |
STEPHEN R. SCHMITZ, CPA1+ years Service code 10 · EIN 16-1407370 1049 BRITTON RD. · ROCHESTER, NY 14616 | Accounting | $5,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,053 | $48,277-25.3% | $63,517-43.2% | $55,191-34.7% |
| Participation rate | 54.3% | 69.4%-15.1pp | 71.0%-16.8pp | 69.2%-14.9pp |
| Annual return | -0.34% | 2.37%-2.7pp | -70.30%+70.0pp | 10.78%-11.1pp |
| Employer contribution / active EE | $0 | $1,592-100.0% | $2,322-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,028 | $2,432-16.6% | $2,953-31.3% | $3,046-33.4% |
| Admin fee / account holder | $257 | $86+199.5% | $5,892-95.6% | $91+183.6% |