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 10-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: VOYA Service code 99 · EIN 01-0280225 | Other Fees | $13,924 |
THE ANGELL PENSION GROUP, INC.7+ years Service code 49 · EIN 04-2530412 | Other Services | $5,748 |
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.
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 | $44,391 | $63,745-30.4% | $98,442-54.9% | $79,386-44.1% |
| Participation rate | 60.4% | 69.9%-9.4pp | 73.3%-12.9pp | 70.7%-10.3pp |
| Annual return | 12.37% | 625.80%-613.4pp | 1492.73%-1480.4pp | 116.85%-104.5pp |
| Employer contribution / active EE | $266 | $2,557-89.6% | $2,960-91.0% | $2,427-89.1% |
| Participant deferral / active EE | $1,264 | $3,303-61.7% | $4,276-70.4% | $4,046-68.8% |
| Admin fee / account holder | $82 | $516-84.1% | $5,949-98.6% | $626-86.9% |