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 |
|---|---|---|
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $10,379 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530412 | Other Fees | $9,408 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,056 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,990 | $80,177-4.0% | $123,892-37.9% | $57,658+33.5% |
| Participation rate | 69.0% | 74.4%-5.5pp | 81.4%-12.4pp | 70.2%-1.3pp |
| Annual return | 9.64% | 17.90%-8.3pp | 47.52%-37.9pp | 5.13%+4.5pp |
| Employer contribution / active EE | $1,291 | $2,913-55.7% | $4,617-72.0% | $1,974-34.6% |
| Participant deferral / active EE | $6,069 | $5,130+18.3% | $5,984+1.4% | $3,061+98.3% |
| Admin fee / account holder | $46 | $106-56.7% | $8,357-99.4% | $95-51.3% |