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 | $40,813 |
ASSOCIATED PENSION CONSULTANTS10+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 49 · EIN 11-3271022 401 NROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $10,804 |
MORNINGSTAR9 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $3,286 |
Service code 99 · EIN 04-2675571 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $123,729 | $79,184+56.3% | $102,438+20.8% | $74,546+66.0% |
| Participation rate | 67.0% | 74.8%-7.8pp | 76.5%-9.5pp | 67.2%-0.2pp |
| Annual return | 10.24% | 54.95%-44.7pp | 29.37%-19.1pp | 1366.03%-1355.8pp |
| Employer contribution / active EE | $691 | $2,362-70.7% | $3,024-77.1% | $2,624-73.7% |
| Participant deferral / active EE | $5,162 | $4,414+16.9% | $5,054+2.1% | $4,347+18.7% |
| Admin fee / account holder | $29 | $2,001-98.5% | $9,448-99.7% | $1,944-98.5% |