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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,128 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $8,793 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,221 | $62,132+21.1% | $185,823-59.5% | $73,488+2.4% |
| Participation rate | 98.5% | 67.8%+30.7pp | 78.0%+20.4pp | 70.7%+27.8pp |
| Annual return | 7.59% | 20.44%-12.8pp | 35.95%-28.4pp | 28.51%-20.9pp |
| Employer contribution / active EE | $2,420 | $1,681+43.9% | $4,087-40.8% | $2,270+6.6% |
| Participant deferral / active EE | $4,973 | $3,711+34.0% | $5,632-11.7% | $3,740+33.0% |
| Admin fee / account holder | $105 | $419-74.9% | $9,500-98.9% | $513-79.5% |