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 |
|---|---|---|
Filed as: RAICH ENDE MALTER & CO Service code 10 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Accounting | $19,750 |
ASSOCIATED PENSION CONSULTANTS7+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 11 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 11803 | Actuarial | $12,872 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $375,717 | $104,475+259.6% | $159,436+135.7% | $79,386+373.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 11.89% | 67.95%-56.1pp | 263.57%-251.7pp | 116.85%-105.0pp |
| Employer contribution / active EE | $7,436 | $3,417+117.6% | $4,829+54.0% | $2,427+206.3% |
| Participant deferral / active EE | $12,288 | $6,467+90.0% | $7,352+67.1% | $4,046+203.7% |
| Admin fee / account holder | $185 | $711-74.0% | $10,799-98.3% | $626-70.5% |