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 | $1,886 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,900 | $77,503-42.1% | $100,391-55.3% | $80,856-44.5% |
| Participation rate | 85.7% | 76.9%+8.8pp | 81.5%+4.2pp | 67.6%+18.1pp |
| Annual return | 12.51% | 37.20%-24.7pp | 49.20%-36.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,132 | $6,820-10.1% | $8,082-24.1% | $4,296+42.8% |
| Admin fee / account holder | $29 | $5,897-99.5% | $7,899-99.6% | $6,918-99.6% |