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.
| Provider | Service type | Compensation |
|---|---|---|
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · E PROVIDENCE, RI 02914 | Contract Administrator | $19,350 |
MEYERS BROTHERS KALICKA, PC1+ years Filed as: MEYERS BROTHERS KALICKA PC Service code 27 330 WHITNEY AVE STE 800 · HOLYOKE, MA 01040 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,118 | $109,413-55.1% | $156,263-68.6% | $84,808-42.1% |
| Participation rate | 84.1% | 72.7%+11.5pp | 78.9%+5.2pp | 68.3%+15.8pp |
| Annual return | 13.19% | 20.18%-7.0pp | 59.47%-46.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $3,014 | $2,907+3.7% | $4,333-30.5% | $2,631+14.5% |
| Participant deferral / active EE | $6,295 | $4,590+37.1% | $6,158+2.2% | $4,212+49.5% |
| Admin fee / account holder | $7 | $9,357-99.9% | $14,255-99.9% | $7,344-99.9% |