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 CONSULTANTD, INC Service code 13 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 11803 | Contract Administrator | $1,140 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,870 | $104,475+41.5% | $159,436-7.3% | $79,386+86.3% |
| Participation rate | 72.5% | 76.6%-4.1pp | 82.8%-10.4pp | 70.7%+1.8pp |
| Annual return | 17.94% | 67.95%-50.0pp | 263.57%-245.6pp | 116.85%-98.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $10,435 | $6,467+61.3% | $7,352+41.9% | $4,046+157.9% |
| Admin fee / account holder | $8 | $711-98.9% | $10,799-99.9% | $626-98.7% |