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 |
Service code 49 · EIN 61-1758632 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,880 | $45,602-38.9% | $117,472-76.3% | $66,914-58.3% |
| Participation rate | 85.9% | 57.6%+28.3pp | 70.6%+15.3pp | 69.8%+16.1pp |
| Annual return | -14.59% | -16.74%+2.1pp | 29.74%-44.3pp | 1.58%-16.2pp |
| Employer contribution / active EE | $3,541 | $1,579+124.3% | $4,176-15.2% | $2,544+39.2% |
| Participant deferral / active EE | $3,501 | $2,845+23.1% | $4,070-14.0% | $4,237-17.4% |
| Admin fee / account holder | $19 | $661-97.2% | $5,645-99.7% | $593-96.8% |