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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,531 |
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $19,242 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 | Other Services | $5,954 |
Filed as: THE ANGELL PENSION GROUP INC. Service code 49 · EIN 04-2530412 | Other Services | $0 |
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 | $21,300 | $37,196-42.7% | $154,107-86.2% | $55,725-61.8% |
| Participation rate | 80.9% | 64.1%+16.8pp | 83.0%-2.1pp | 70.9%+10.1pp |
| Annual return | -3.37% | 1319.68%-1323.0pp | 735.12%-738.5pp | 244.93%-248.3pp |
| Employer contribution / active EE | $748 | $1,614-53.7% | $5,298-85.9% | $2,078-64.0% |
| Participant deferral / active EE | $1,136 | $2,068-45.1% | $5,081-77.6% | $3,356-66.1% |
| Admin fee / account holder | $75 | $102-25.8% | $13,411-99.4% | $115-34.5% |