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 4-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 |
|---|---|---|
ASSOCIATED PENSION CONSULTANTS1+ years Filed as: ASSOCIATED PENSION CONSULTANTS INC. Service code 49 | Other Services | $17,203 |
AMERICAN PORTFOLIOS FINANCIAL1+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SERV Service code 27 · EIN 11-3018002 | Advisory (Plan) | $0 |
ASSOCIATED PENSION CONSULTANTS1+ years Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 49 · EIN 11-3271022 111 EXPRESS ST · PLAINVIEW, NY 11803 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,397 | $59,263+3.6% | $96,562-36.4% | $79,386-22.7% |
| Participation rate | 22.9% | 61.9%-39.0pp | 69.8%-47.0pp | 70.7%-47.8pp |
| Annual return | 21.25% | 27.07%-5.8pp | 37.78%-16.5pp | 116.85%-95.6pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,887 | $2,948-2.1% | $3,849-25.0% | $4,046-28.6% |
| Admin fee / account holder | $14 | $658-97.9% | $6,181-99.8% | $626-97.8% |