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 | $17,600 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $11,753 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 34-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,498 | $55,415-48.6% | $155,509-81.7% | $74,495-61.7% |
| Participation rate | 85.3% | 61.9%+23.4pp | 78.2%+7.1pp | 67.2%+18.1pp |
| Annual return | 19.05% | 268.50%-249.4pp | 64.67%-45.6pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $640 | $2,267-71.8% | $4,672-86.3% | $2,623-75.6% |
| Participant deferral / active EE | $3,460 | $2,836+22.0% | $5,626-38.5% | $4,346-20.4% |
| Admin fee / account holder | $88 | $1,738-95.0% | $15,912-99.4% | $1,942-95.5% |