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 49 401 BROADHOLLOW RD STE 403 · MELVILLE, NY 11747 | Other Services | $10,237 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $3,104 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,459 | $102,317+60.7% | $146,958+11.9% | $80,856+103.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.51% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $4,214 | $3,713+13.5% | $4,933-14.6% | $2,755+53.0% |
| Participant deferral / active EE | $12,303 | $6,644+85.2% | $8,070+52.5% | $4,296+186.4% |
| Admin fee / account holder | $27 | $7,941-99.7% | $12,998-99.8% | $6,918-99.6% |