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: WORLD INVESTMENT ADVSIORS, LLC Service code 99 | Other Fees | $17,162 |
THE ANGELL PENSION GROUP, INC.10+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $4,252 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,549 | $50,982-34.2% | $154,803-78.3% | $85,563-60.8% |
| Participation rate | 63.5% | 59.8%+3.8pp | 78.1%-14.5pp | 66.0%-2.4pp |
| Annual return | 12.81% | 30.35%-17.5pp | 58.88%-46.1pp | 31.51%-18.7pp |
| Employer contribution / active EE | $1,325 | $1,708-22.4% | $4,305-69.2% | $2,654-50.1% |
| Participant deferral / active EE | $2,437 | $2,474-1.5% | $5,540-56.0% | $4,375-44.3% |
| Admin fee / account holder | $17 | $846-98.0% | $14,329-99.9% | $834-98.0% |