See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 | Other Fees | $37,891 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 49 · EIN 11-3271022 401 BROADHOLLOW ROAD · SYOSSET, NY 11747 | Other Services | $6,475 |
Service code 99 · EIN 04-2675571 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,668 | $132,049-46.5% | $200,582-64.8% | $74,304-4.9% |
| Participation rate | 64.4% | 84.1%-19.6pp | 86.9%-22.5pp | 60.3%+4.1pp |
| Annual return | 18.63% | 22.22%-3.6pp | 42.33%-23.7pp | 29.43%-10.8pp |
| Employer contribution / active EE | $2,491 | $4,558-45.3% | $6,419-61.2% | $2,241+11.1% |
| Participant deferral / active EE | $7,903 | $7,213+9.6% | $9,331-15.3% | $3,767+109.8% |
| Admin fee / account holder | $44 | $2,405-98.2% | $16,305-99.7% | $2,969-98.5% |