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 |
|---|---|---|
Service code 99 · EIN 61-1758632 | Other Fees | $37,023 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 88 BOYD AVENUE · E. PROVIDENCE, RI 02914 | Other Services | $16,436 |
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 | $175,761 | $125,758+39.8% | $169,993+3.4% | $75,163+133.8% |
| Participation rate | 98.7% | 83.6%+15.1pp | 87.0%+11.7pp | 67.2%+31.5pp |
| Annual return | 15.31% | 27.20%-11.9pp | 53.37%-38.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $14,804 | $4,615+220.8% | $6,785+118.2% | $2,670+454.5% |
| Participant deferral / active EE | $6,190 | $6,837-9.5% | $10,408-40.5% | $4,125+50.1% |
| Admin fee / account holder | $40 | $8,173-99.5% | $12,815-99.7% | $5,651-99.3% |