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 27 · EIN 47-1411118 | Advisory (Plan) | $17,151 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 49 | Other Services | $1,773 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $950 |
Service code 49 · EIN 04-2530412 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,352 | $88,083-17.9% | $164,813-56.1% | $74,495-2.9% |
| Participation rate | 95.3% | 73.0%+22.2pp | 78.6%+16.7pp | 67.2%+28.1pp |
| Annual return | 13.55% | 17.26%-3.7pp | 69.93%-56.4pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,054 | $2,593-20.8% | $4,341-52.7% | $2,623-21.7% |
| Participant deferral / active EE | $3,378 | $4,498-24.9% | $6,031-44.0% | $4,346-22.3% |
| Admin fee / account holder | $7 | $2,234-99.7% | $12,690-99.9% | $1,942-99.6% |