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 RETIREMENT INSURANCE AND ANNUI Service code 99 | Other Fees | $27,511 |
THE ANGELL PENSION GROUP, INC.4+ years Filed as: THE ANGELL PENSION GROUP INC Service code 99 · EIN 04-2530412 | Other Fees | $9,652 |
Filed as: ALPHA PENSON GROUP INC Service code 99 · EIN 26-2219855 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,109 | $42,548-8.1% | $74,550-47.5% | $56,287-30.5% |
| Participation rate | 80.3% | 60.5%+19.8pp | 69.1%+11.1pp | 69.9%+10.4pp |
| Annual return | -4.47% | 12.40%-16.9pp | 32.53%-37.0pp | -9.96%+5.5pp |
| Employer contribution / active EE | $555 | $855-35.1% | $1,961-71.7% | $2,111-73.7% |
| Participant deferral / active EE | $3,123 | $2,277+37.2% | $3,108+0.5% | $3,350-6.8% |
| Admin fee / account holder | $209 | $467-55.3% | $5,060-95.9% | $521-59.9% |