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 MANAGEMENT8+ years Service code 27 350 LINDEN OAKS SUITE 140 · ROCHESTER, NY 14625 | Advisory (Plan) | $39,130 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $33,414 |
INSERO & CO. CPAS, LLP3 years Filed as: INSERO & CO. CPAS LLP Service code 10 · EIN 47-5324570 | Accounting | $12,000 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,373 | $56,503+3.3% | $70,092-16.7% | $64,808-9.9% |
| Participation rate | 53.4% | 70.5%-17.1pp | 70.5%-17.1pp | 71.5%-18.1pp |
| Annual return | -12.53% | -13.44%+0.9pp | 190.73%-203.3pp | 32.82%-45.3pp |
| Employer contribution / active EE | $304 | $2,046-85.1% | $2,559-88.1% | $2,506-87.9% |
| Participant deferral / active EE | $3,058 | $3,389-9.8% | $3,849-20.5% | $4,310-29.0% |
| Admin fee / account holder | $369 | $160+130.3% | $6,267-94.1% | $188+96.6% |