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: THE ANGELL PENSION GROUP INC. Service code 49 | Other Services | $5,926 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $1,829 |
Filed as: ANGELL PENSION GROUP Service code 49 89 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,833 | $60,323+111.9% | $81,812+56.3% | $74,495+71.6% |
| Participation rate | 77.0% | 62.9%+14.1pp | 72.3%+4.7pp | 67.2%+9.8pp |
| Annual return | 12.55% | 16.90%-4.4pp | 773.79%-761.2pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $4,392 | $2,620+67.6% | $2,912+50.8% | $2,623+67.4% |
| Participant deferral / active EE | $7,464 | $3,387+120.3% | $4,319+72.8% | $4,346+71.8% |
| Admin fee / account holder | $41 | $1,486-97.3% | $7,386-99.5% | $1,942-97.9% |