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 | $50,643 |
Service code 26 · EIN 47-1411118 | Advisory (Participants) | $23,250 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 | Contract Administrator | $8,390 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $6,350 |
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 | $100,612 | $81,625+23.3% | $167,512-39.9% | $74,304+35.4% |
| Participation rate | 99.0% | 60.0%+39.0pp | 77.1%+22.0pp | 60.3%+38.7pp |
| Annual return | 10.17% | 26.09%-15.9pp | 1615.79%-1605.6pp | 29.43%-19.3pp |
| Employer contribution / active EE | $7,986 | $2,010+297.2% | $3,882+105.7% | $2,241+256.3% |
| Participant deferral / active EE | $7,003 | $4,115+70.2% | $6,405+9.3% | $3,767+85.9% |
| Admin fee / account holder | $195 | $3,474-94.4% | $9,769-98.0% | $2,969-93.4% |