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 | $9,069 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $3,066 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,408 | $93,571+62.9% | $135,903+12.1% | $75,163+102.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.50% | 30.90%-13.4pp | 68.23%-50.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $4,796 | $3,537+35.6% | $4,856-1.2% | $2,670+79.6% |
| Participant deferral / active EE | $11,414 | $6,404+78.2% | $7,758+47.1% | $4,125+176.7% |
| Admin fee / account holder | $16 | $6,975-99.8% | $10,762-99.9% | $5,651-99.7% |