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 99 · EIN 11-3271022 | Other Fees | $1,765 |
Service code 99 · EIN 02-0044666 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,741 | $66,813-24.1% | $100,516-49.5% | $73,488-31.0% |
| Participation rate | 93.2% | 77.5%+15.7pp | 79.4%+13.7pp | 70.7%+22.5pp |
| Annual return | 13.58% | 25.70%-12.1pp | 30.89%-17.3pp | 28.51%-14.9pp |
| Employer contribution / active EE | $2,928 | $2,147+36.4% | $3,418-14.3% | $2,270+29.0% |
| Participant deferral / active EE | $4,886 | $5,883-17.0% | $6,270-22.1% | $3,740+30.7% |
| Admin fee / account holder | $15 | $512-97.1% | $8,081-99.8% | $513-97.1% |