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 | $16,023 |
THE ANGELL PENSION GROUP, INC.9+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $5,886 |
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 | $33,311 | $55,415-39.9% | $155,509-78.6% | $74,495-55.3% |
| Participation rate | 63.6% | 61.9%+1.7pp | 78.2%-14.5pp | 67.2%-3.6pp |
| Annual return | 10.92% | 268.50%-257.6pp | 64.67%-53.7pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $705 | $2,267-68.9% | $4,672-84.9% | $2,623-73.1% |
| Participant deferral / active EE | $2,502 | $2,836-11.8% | $5,626-55.5% | $4,346-42.4% |
| Admin fee / account holder | $52 | $1,738-97.0% | $15,912-99.7% | $1,942-97.3% |