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 | $48,256 |
Filed as: GLOBAL RETIREMENT Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,025 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $5,852 |
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 | $83,194 | $70,879+17.4% | $189,557-56.1% | $79,386+4.8% |
| Participation rate | 99.0% | 68.0%+31.1pp | 78.4%+20.6pp | 70.7%+28.3pp |
| Annual return | 12.42% | 20.70%-8.3pp | 64.17%-51.7pp | 116.85%-104.4pp |
| Employer contribution / active EE | $2,600 | $1,806+43.9% | $4,412-41.1% | $2,427+7.1% |
| Participant deferral / active EE | $5,467 | $4,081+34.0% | $6,174-11.4% | $4,046+35.1% |
| Admin fee / account holder | $192 | $647-70.4% | $9,807-98.0% | $626-69.4% |