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: ASSOCIATED PENSION CONSULTANTS INC Service code 49 111 EXPRESS ST · PLAINVIEW, NY 11803 | Other Services | $9,052 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $2,919 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,139 | $82,664+47.8% | $125,339-2.6% | $68,494+78.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.17% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $5,424 | $3,381+60.4% | $4,814+12.7% | $2,596+108.9% |
| Participant deferral / active EE | $9,844 | $6,110+61.1% | $7,446+32.2% | $4,027+144.4% |
| Admin fee / account holder | $16 | $6,275-99.7% | $10,010-99.8% | $5,403-99.7% |