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: WORLD INVESTMENT ADVISORS, LLC Service code 99 | Other Fees | $43,159 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 88 BOYD AVENUE · E. PROVIDENCE, RI 02914 | Other Services | $10,523 |
Service code 99 · EIN 61-1758632 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $228,211 | $148,978+53.2% | $200,582+13.8% | $84,808+169.1% |
| Participation rate | 98.6% | 84.2%+14.3pp | 86.9%+11.7pp | 68.3%+30.3pp |
| Annual return | 13.08% | 28.16%-15.1pp | 42.33%-29.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $16,417 | $4,815+241.0% | $6,419+155.8% | $2,631+524.0% |
| Participant deferral / active EE | $6,908 | $7,142-3.3% | $9,331-26.0% | $4,212+64.0% |
| Admin fee / account holder | $50 | $13,977-99.6% | $16,305-99.7% | $7,344-99.3% |