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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,079 |
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $15,974 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 | Other Services | $6,682 |
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 | $32,844 | $52,293-37.2% | $178,490-81.6% | $73,409-55.3% |
| Participation rate | 72.7% | 65.3%+7.4pp | 81.9%-9.2pp | 72.2%+0.6pp |
| Annual return | 15.59% | 34.75%-19.2pp | 151.07%-135.5pp | 59.29%-43.7pp |
| Employer contribution / active EE | $879 | $1,735-49.4% | $5,011-82.5% | $2,234-60.7% |
| Participant deferral / active EE | $1,284 | $2,332-45.0% | $5,202-75.3% | $3,805-66.3% |
| Admin fee / account holder | $72 | $127-43.2% | $13,984-99.5% | $158-54.2% |