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 |
|---|---|---|
ASSOCIATED PENSION CONSULTANTS10+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $36,301 |
LILLING & COMPANY LLP2 years Service code 10 · EIN 13-3447681 2 SEAVIEW BLVD · PORT WASHINGTON, NY 11050 | Accounting | $16,165 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,278 |
Filed as: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,253 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 13 | Contract Administrator | $1,478 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,707 | $50,815+62.8% | $155,509-46.8% | $77,643+6.5% |
| Participation rate | 99.4% | 63.1%+36.3pp | 78.2%+21.2pp | 70.6%+28.9pp |
| Annual return | 15.78% | 34.80%-19.0pp | 64.67%-48.9pp | 31.24%-15.5pp |
| Employer contribution / active EE | $4,014 | $1,993+101.4% | $4,672-14.1% | $2,726+47.3% |
| Participant deferral / active EE | $5,436 | $2,822+92.6% | $5,626-3.4% | $4,647+17.0% |
| Admin fee / account holder | $124 | $437-71.6% | $15,912-99.2% | $430-71.1% |