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 |
|---|---|---|
THE ANGELL PENSION GROUP, INC.1+ years Filed as: AFC PENSIONS INC. Service code 50 · EIN 04-2484178 | Direct Payment | $14,975 |
Filed as: MASS MUTUAL Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,558 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN FIDUCIARY CORP. Service code 14 | Plan Administrator | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $14,099 | $68,408-79.4% | $57,179-75.3% | $57,658-75.5% |
| Participation rate | 76.5% | 79.1%-2.6pp | 75.3%+1.2pp | 70.2%+6.3pp |
| Annual return | -0.18% | 8.51%-8.7pp | 14.59%-14.8pp | 5.13%-5.3pp |
| Employer contribution / active EE | $674 | $2,869-76.5% | $2,682-74.9% | $1,974-65.9% |
| Participant deferral / active EE | $1,362 | $2,903-53.1% | $3,096-56.0% | $3,061-55.5% |
| Admin fee / account holder | $56 | $70-18.9% | $3,139-98.2% | $95-40.2% |