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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,414 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 60 | Sub-TA Fees | $0 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP Service code 13 · EIN 04-2530412 | Contract Administrator | $0 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 | Contract Administrator | $0 |
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 | $23,214 | $55,453-58.1% | $170,442-86.4% | $62,292-62.7% |
| Participation rate | 73.6% | 66.4%+7.2pp | 83.6%-10.0pp | 69.5%+4.1pp |
| Annual return | 14.20% | 21.38%-7.2pp | 205.93%-191.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $378 | $2,164-82.6% | $5,433-93.1% | $2,042-81.5% |
| Participant deferral / active EE | $1,321 | $2,303-42.6% | $4,939-73.3% | $3,169-58.3% |
| Admin fee / account holder | $19 | $455-95.8% | $13,880-99.9% | $479-96.0% |