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 4-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 35-0472300 | Contract Administrator | $23,688 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $6,085 |
Filed as: ANGELL PENSION GROUP Service code 49 · EIN 04-2530412 | Other Services | $0 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,076 | $104,919-63.7% | $116,228-67.2% | $85,563-55.5% |
| Participation rate | 36.9% | 78.6%-41.7pp | 74.6%-37.6pp | 66.0%-29.0pp |
| Annual return | 24.48% | 15.38%+9.1pp | 90.06%-65.6pp | 31.51%-7.0pp |
| Employer contribution / active EE | $1,420 | $3,485-59.3% | $2,994-52.6% | $2,654-46.5% |
| Participant deferral / active EE | $2,593 | $5,306-51.1% | $4,953-47.6% | $4,375-40.7% |
| Admin fee / account holder | $189 | $429-56.0% | $11,989-98.4% | $834-77.4% |