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 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,263 | $64,119+76.6% | $112,228+0.9% | $66,914+69.3% |
| Participation rate | 84.0% | 68.5%+15.5pp | 75.1%+8.9pp | 69.8%+14.2pp |
| Annual return | -11.12% | -13.81%+2.7pp | 27.45%-38.6pp | 1.58%-12.7pp |
| Employer contribution / active EE | $5,172 | $3,005+72.1% | $3,635+42.3% | $2,544+103.3% |
| Participant deferral / active EE | $10,941 | $3,693+196.3% | $4,728+131.4% | $4,237+158.2% |
| Admin fee / account holder | $22 | $625-96.5% | $6,410-99.7% | $593-96.4% |