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: COMMONWEALTH EQUITY SERVICES Service code 99 | Other Fees | $47,832 |
ASSOCIATED PENSION CONSULTANTS11+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 49 · EIN 11-3271022 401 NROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $8,518 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 49 · EIN 87-3868487 | Other Services | $3,074 |
Service code 99 · EIN 04-2675571 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,553 | $87,870+57.7% | $113,168+22.4% | $74,304+86.5% |
| Participation rate | 65.3% | 70.7%-5.5pp | 76.6%-11.3pp | 60.3%+4.9pp |
| Annual return | 16.17% | 26.44%-10.3pp | 24.27%-8.1pp | 29.43%-13.3pp |
| Employer contribution / active EE | $775 | $2,277-65.9% | $2,975-73.9% | $2,241-65.4% |
| Participant deferral / active EE | $5,228 | $4,241+23.3% | $5,107+2.4% | $3,767+38.8% |
| Admin fee / account holder | $56 | $3,368-98.3% | $12,068-99.5% | $2,969-98.1% |