See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC Service code 99 | Other Fees | $35,332 |
Service code 49 | Other Services | $11,945 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 99 · EIN 93-0987232 | Other Fees | $0 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,859 | $65,908-6.1% | $81,812-24.4% | $77,643-20.3% |
| Participation rate | 37.3% | 65.8%-28.5pp | 72.3%-35.0pp | 70.6%-33.3pp |
| Annual return | 17.19% | 26.64%-9.5pp | 773.79%-756.6pp | 31.24%-14.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $2,912-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,998 | $3,505-43.0% | $4,319-53.7% | $4,647-57.0% |
| Admin fee / account holder | $24 | $526-95.3% | $7,386-99.7% | $430-94.3% |