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 | $15,638 |
THE ANGELL PENSION GROUP, INC.8+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $6,363 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,762 | $61,272-53.1% | $149,673-80.8% | $71,457-59.7% |
| Participation rate | 67.5% | 62.5%+5.0pp | 78.8%-11.3pp | 67.9%-0.4pp |
| Annual return | 9.89% | 35.85%-26.0pp | 134.42%-124.5pp | 28.85%-19.0pp |
| Employer contribution / active EE | $1,347 | $2,378-43.4% | $4,818-72.0% | $2,588-48.0% |
| Participant deferral / active EE | $2,286 | $2,917-21.6% | $5,680-59.7% | $4,289-46.7% |
| Admin fee / account holder | $19 | $1,261-98.5% | $13,210-99.9% | $1,587-98.8% |