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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK8+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $20,556 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,392 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 | Other Services | $8,434 |
Filed as: THE ANGELL PENSION GROUP INC. Service code 49 · EIN 04-2530412 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,525 | $65,061-45.4% | $143,757-75.3% | $66,914-46.9% |
| Participation rate | 71.7% | 65.2%+6.5pp | 80.3%-8.6pp | 69.8%+1.9pp |
| Annual return | -14.94% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,072 | $2,361-54.6% | $4,951-78.3% | $2,544-57.9% |
| Participant deferral / active EE | $1,766 | $2,919-39.5% | $5,637-68.7% | $4,237-58.3% |
| Admin fee / account holder | $100 | $502-80.0% | $14,673-99.3% | $593-83.1% |