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 |
|---|---|---|
Service code 28 · EIN 13-2638166 | Investment Management | $16,819 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE RI, RI 02914 | Contract Administrator | $12,233 |
Filed as: MASS MUTUAL RETIREMENT SERVICES LLC Service code 15 | Recordkeeping | $0 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 71 · EIN 13-2638166 | Brokerage Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,241 | $86,655-75.5% | $119,609-82.2% | $66,914-68.3% |
| Participation rate | 73.8% | 75.6%-1.7pp | 79.3%-5.4pp | 69.8%+4.0pp |
| Annual return | -16.28% | -8.00%-8.3pp | -14.97%-1.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $490 | $2,536-80.7% | $4,232-88.4% | $2,544-80.7% |
| Participant deferral / active EE | $2,903 | $4,358-33.4% | $5,602-48.2% | $4,237-31.5% |
| Admin fee / account holder | $25 | $755-96.7% | $10,323-99.8% | $593-95.8% |