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 |
|---|---|---|
ALPHA PENSION GROUP, INC.3 years Filed as: ALPHA PENSION GROUP INC. Service code 27 70 WESTVIEW STREET · LEXINGTON, MA 02421 | Advisory (Plan) | $40,000 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,451 |
Service code 13 | Contract Administrator | $3,333 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,704 |
THE ANGELL PENSION GROUP, INC.5+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $1,400 |
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 | $115,810 | $63,114+83.5% | $92,893+24.7% | $65,185+77.7% |
| Participation rate | 93.5% | 68.8%+24.7pp | 76.0%+17.5pp | 70.2%+23.3pp |
| Annual return | 22.52% | 28.75%-6.2pp | 109.41%-86.9pp | 29.38%-6.9pp |
| Employer contribution / active EE | $1,734 | $2,571-32.5% | $3,653-52.5% | $2,177-20.3% |
| Participant deferral / active EE | $9,531 | $3,108+206.6% | $4,236+125.0% | $3,514+171.3% |
| Admin fee / account holder | $272 | $624-56.3% | $5,794-95.3% | $847-67.9% |