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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,774 |
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $18,441 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 | Other Services | $6,236 |
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 | $26,492 | $62,928-57.9% | $172,739-84.7% | $67,579-60.8% |
| Participation rate | 73.2% | 64.5%+8.7pp | 82.6%-9.5pp | 71.3%+1.9pp |
| Annual return | 21.42% | 30.36%-8.9pp | 802.84%-781.4pp | 378.56%-357.1pp |
| Employer contribution / active EE | $848 | $1,636-48.2% | $5,143-83.5% | $2,148-60.5% |
| Participant deferral / active EE | $1,291 | $2,145-39.8% | $5,198-75.2% | $3,539-63.5% |
| Admin fee / account holder | $85 | $167-49.2% | $13,954-99.4% | $142-40.5% |