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: MML INVESTORS SERVICES LLC Service code 99 | Other Fees | $36,377 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 49 | Other Services | $7,585 |
Filed as: MML INVESTORS SERVICES INC Service code 99 · EIN 04-2746212 | Other Fees | $0 |
Filed as: THE ANGELL PENSION GROOUP, INC Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $0 |
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 | $37,735 | $89,808-58.0% | $100,391-62.4% | $77,643-51.4% |
| Participation rate | 91.9% | 81.2%+10.7pp | 81.5%+10.5pp | 70.6%+21.4pp |
| Annual return | 17.97% | 20.62%-2.7pp | 49.20%-31.2pp | 31.24%-13.3pp |
| Employer contribution / active EE | $2,450 | $3,039-19.4% | $3,942-37.9% | $2,726-10.1% |
| Participant deferral / active EE | $6,025 | $8,284-27.3% | $8,082-25.5% | $4,647+29.6% |
| Admin fee / account holder | $48 | $174-72.4% | $7,899-99.4% | $430-88.8% |