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 6-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 42-0127290 | Contract Administrator | $65,606 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $22,313 |
Service code 27 · EIN 74-2794194 | Advisory (Plan) | $13,526 |
THE ANGELL PENSION GROUP, INC.3+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 | Other Services | $10,619 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 49 · EIN 04-2530412 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $110,634 | $47,448+133.2% | $94,993+16.5% | $62,292+77.6% |
| Participation rate | 92.5% | 66.5%+26.0pp | 73.9%+18.6pp | 69.5%+22.9pp |
| Annual return | 16.91% | 22.64%-5.7pp | 27.12%-10.2pp | 28.90%-12.0pp |
| Employer contribution / active EE | $2,265 | $1,300+74.2% | $2,603-13.0% | $2,042+10.9% |
| Participant deferral / active EE | $6,873 | $2,375+189.4% | $3,317+107.2% | $3,169+116.9% |
| Admin fee / account holder | $378 | $434-13.0% | $4,960-92.4% | $479-21.2% |