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 | $6,436 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 49 30 N LA SALLE ST STE 2624 · CHICAGO, IL 60602 | Other Services | $1,955 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,693 | $100,923-30.0% | $150,045-52.9% | $74,304-4.9% |
| Participation rate | 85.3% | 70.1%+15.2pp | 82.3%+3.0pp | 60.3%+24.9pp |
| Annual return | 19.77% | 51.77%-32.0pp | 62.55%-42.8pp | 29.43%-9.7pp |
| Employer contribution / active EE | $1,245 | $3,463-64.1% | $4,693-73.5% | $2,241-44.5% |
| Participant deferral / active EE | $9,642 | $6,709+43.7% | $7,997+20.6% | $3,767+155.9% |
| Admin fee / account holder | $291 | $2,767-89.5% | $13,435-97.8% | $2,969-90.2% |