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 27 350 LINDEN OAKS SUITE 140 · ROCHESTER, NY 14625 | Advisory (Plan) | $34,043 |
Filed as: UNIFIED TRUST COMPANY Service code 13 · EIN 61-1256314 | Contract Administrator | $30,114 |
INSERO & CO. CPAS, LLP1 year Filed as: INSERO & CO. CPAS LLP Service code 10 · EIN 47-5324570 | Accounting | $9,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $58,819 | $61,473-4.3% | $81,930-28.2% | $73,409-19.9% |
| Participation rate | 53.6% | 72.4%-18.8pp | 72.0%-18.4pp | 72.2%-18.6pp |
| Annual return | 10.47% | 28.26%-17.8pp | 29.49%-19.0pp | 59.29%-48.8pp |
| Employer contribution / active EE | $315 | $1,898-83.4% | $4,310-92.7% | $2,234-85.9% |
| Participant deferral / active EE | $3,195 | $3,080+3.7% | $7,107-55.0% | $3,805-16.0% |
| Admin fee / account holder | $323 | $125+157.1% | $5,158-93.7% | $158+104.3% |