See peer percentile detail. $4.99 for your first month.
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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: PINNACLE PENSION CONSULTANTS Service code 27 144 TURNPIKE ROAD SUITE 110 · SOUTHBOROUGH, MA 01772 | Advisory (Plan) | $17,748 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,375 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 | Contract Administrator | $3,549 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $772 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,537 | $51,466-9.6% | $78,778-40.9% | $62,292-25.3% |
| Participation rate | 57.3% | 59.8%-2.5pp | 69.2%-11.9pp | 69.5%-12.3pp |
| Annual return | 17.18% | 19.96%-2.8pp | 35.62%-18.4pp | 28.90%-11.7pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,253 | $2,147+4.9% | $2,958-23.8% | $3,169-28.9% |
| Admin fee / account holder | $196 | $489-60.0% | $5,134-96.2% | $479-59.2% |