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 | $52,694 |
Service code 26 · EIN 47-1411118 | Advisory (Participants) | $15,000 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 | Contract Administrator | $7,950 |
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 | $92,231 | $73,360+25.7% | $177,989-48.2% | $74,495+23.8% |
| Participation rate | 99.5% | 66.6%+32.9pp | 77.1%+22.5pp | 67.2%+32.3pp |
| Annual return | 9.91% | 17.49%-7.6pp | 294.48%-284.6pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $3,110 | $2,216+40.3% | $3,949-21.2% | $2,623+18.6% |
| Participant deferral / active EE | $5,920 | $4,513+31.2% | $6,276-5.7% | $4,346+36.2% |
| Admin fee / account holder | $202 | $1,808-88.8% | $10,363-98.1% | $1,942-89.6% |