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) | $19,001 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 49 | Other Services | $2,621 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,150 |
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 | $79,098 | $96,484-18.0% | $156,263-49.4% | $74,304+6.5% |
| Participation rate | 96.3% | 67.7%+28.6pp | 78.9%+17.4pp | 60.3%+35.9pp |
| Annual return | 14.69% | 17.73%-3.0pp | 59.47%-44.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $2,216 | $2,528-12.3% | $4,333-48.9% | $2,241-1.1% |
| Participant deferral / active EE | $3,768 | $4,286-12.1% | $6,158-38.8% | $3,7670% |
| Admin fee / account holder | $9 | $3,728-99.8% | $14,255-99.9% | $2,969-99.7% |