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 |
|---|---|---|
Service code 99 · EIN 61-1758632 | Other Fees | $17,022 |
THE ANGELL PENSION GROUP, INC.7+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $7,814 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,723 | $65,061-60.5% | $143,757-82.1% | $66,914-61.6% |
| Participation rate | 77.9% | 65.2%+12.7pp | 80.3%-2.4pp | 69.8%+8.1pp |
| Annual return | -13.24% | -11.14%-2.1pp | -0.04%-13.2pp | 1.58%-14.8pp |
| Employer contribution / active EE | $1,054 | $2,361-55.3% | $4,951-78.7% | $2,544-58.6% |
| Participant deferral / active EE | $2,157 | $2,919-26.1% | $5,637-61.7% | $4,237-49.1% |
| Admin fee / account holder | $38 | $502-92.4% | $14,673-99.7% | $593-93.6% |