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: ANGELL PENSION GROUP Service code 49 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Other Services | $14,233 |
CITRIN COOPERMAN5 years Filed as: CITRINCOOPERMAN Service code 99 · EIN 11-1000111 | Other Fees | $11,900 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 99 · EIN 36-4317381 | Other Fees | $7,457 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,433 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,399 | $82,202-33.8% | $125,339-56.6% | $64,808-16.1% |
| Participation rate | 98.3% | 77.9%+20.4pp | 82.4%+15.9pp | 71.5%+26.8pp |
| Annual return | -16.40% | 3.48%-19.9pp | 572.05%-588.5pp | 32.82%-49.2pp |
| Employer contribution / active EE | $2,804 | $3,615-22.5% | $4,814-41.8% | $2,506+11.9% |
| Participant deferral / active EE | $8,001 | $7,175+11.5% | $7,446+7.4% | $4,310+85.6% |
| Admin fee / account holder | $61 | $163-62.6% | $10,010-99.4% | $188-67.5% |