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 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $1,345 |
Employer contribution per participant 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 | $119,788 | $84,487+41.8% | $125,339-4.4% | $66,914+79.0% |
| Participation rate | 70.3% | 76.4%-6.1pp | 82.4%-12.1pp | 69.8%+0.5pp |
| Annual return | -14.49% | -8.39%-6.1pp | 572.05%-586.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $24 | $3,553-99.3% | $4,814-99.5% | $2,544-99.1% |
| Participant deferral / active EE | $11,111 | $6,781+63.8% | $7,446+49.2% | $4,237+162.2% |
| Admin fee / account holder | $9 | $685-98.7% | $10,010-99.9% | $593-98.4% |