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 65-0739643 | Other Services | $1,857 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,955 | $58,320-34.9% | $86,436-56.1% | $66,914-43.3% |
| Participation rate | 91.2% | 78.6%+12.6pp | 80.3%+10.9pp | 69.8%+21.4pp |
| Annual return | -15.47% | -9.71%-5.8pp | 4394.89%-4410.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,513 | $6,899-20.1% | $6,952-20.7% | $4,237+30.1% |
| Admin fee / account holder | $19 | $546-96.5% | $6,731-99.7% | $593-96.8% |