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 |
|---|---|---|
Service code 49 · EIN 61-1758632 | Other Services | $19,811 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 49 | Other Services | $4,282 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $1,439 |
Annual investment return 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 | $28,386 | $48,335-41.3% | $121,098-76.6% | $71,457-60.3% |
| Participation rate | 93.4% | 54.3%+39.1pp | 69.5%+23.9pp | 67.9%+25.5pp |
| Annual return | 9.43% | 23.32%-13.9pp | 985.75%-976.3pp | 28.85%-19.4pp |
| Employer contribution / active EE | $3,963 | $1,489+166.2% | $4,164-4.8% | $2,588+53.2% |
| Participant deferral / active EE | $3,883 | $2,754+41.0% | $4,080-4.8% | $4,289-9.5% |
| Admin fee / account holder | $19 | $1,841-98.9% | $5,644-99.7% | $1,587-98.8% |