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 6-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 | $19,854 |
Filed as: VOYA RETIREMENT INSURANCE & ANN COM Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,914 | $84,487-52.8% | $125,339-68.2% | $66,914-40.4% |
| Participation rate | 81.6% | 76.4%+5.2pp | 82.4%-0.7pp | 69.8%+11.8pp |
| Annual return | -4.32% | -8.39%+4.1pp | 572.05%-576.4pp | 1.58%-5.9pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,396 | $6,781+9.1% | $7,446-0.7% | $4,237+74.6% |
| Admin fee / account holder | $146 | $685-78.7% | $10,010-98.5% | $593-75.4% |