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 |
|---|---|---|
Filed as: TWELVE POINTS WEALTH MGMT LLC Service code 99 · EIN 46-5061538 | Other Fees | $22,921 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 49 | Other Services | $8,861 |
Service code 49 · EIN 04-2530412 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,305 | $76,670-8.3% | $96,683-27.3% | $71,457-1.6% |
| Participation rate | 95.7% | 66.6%+29.2pp | 74.3%+21.4pp | 67.9%+27.8pp |
| Annual return | 20.48% | 48.29%-27.8pp | 35.69%-15.2pp | 28.85%-8.4pp |
| Employer contribution / active EE | $3,771 | $3,031+24.4% | $3,737+0.9% | $2,588+45.7% |
| Participant deferral / active EE | $10,914 | $3,771+189.4% | $4,878+123.7% | $4,289+154.5% |
| Admin fee / account holder | $240 | $2,028-88.2% | $6,730-96.4% | $1,587-84.9% |