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 | $7,191 |
Filed as: VOYA RETIREMENT INSURANCE & ANN COM Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,060 | $91,407-48.5% | $135,903-65.4% | $71,457-34.1% |
| Participation rate | 83.4% | 75.7%+7.8pp | 81.9%+1.5pp | 67.9%+15.5pp |
| Annual return | 25.57% | 29.90%-4.3pp | 68.23%-42.7pp | 28.85%-3.3pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $7,800 | $7,092+10.0% | $7,758+0.5% | $4,289+81.9% |
| Admin fee / account holder | $168 | $1,266-86.7% | $10,762-98.4% | $1,587-89.4% |