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 49 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $4,252 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,781 | $130,194-73.3% | $169,993-79.5% | $71,457-51.3% |
| Participation rate | 92.9% | 86.1%+6.8pp | 87.0%+5.9pp | 67.9%+25.0pp |
| Annual return | 22.07% | 20.37%+1.7pp | 53.37%-31.3pp | 28.85%-6.8pp |
| Employer contribution / active EE | $2,509 | $4,381-42.7% | $6,785-63.0% | $2,588-3.0% |
| Participant deferral / active EE | $6,107 | $6,923-11.8% | $10,408-41.3% | $4,289+42.4% |
| Admin fee / account holder | $78 | $966-91.9% | $12,815-99.4% | $1,587-95.1% |