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: THE ANGELL PENSION GROUP INC Service code 99 · EIN 04-2530412 | Other Fees | $8,320 |
EQUITABLE ADVISORS LLC1 year Service code 26 · EIN 13-4071393 | Advisory (Participants) | $8,312 |
NATIONWIDE1 year Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $4,659 |
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 | $35,998 | $65,061-44.7% | $143,757-75.0% | $66,914-46.2% |
| Participation rate | 66.0% | 65.2%+0.8pp | 80.3%-14.3pp | 69.8%-3.8pp |
| Annual return | -12.39% | -11.14%-1.3pp | -0.04%-12.3pp | 1.58%-14.0pp |
| Employer contribution / active EE | $624 | $2,361-73.6% | $4,951-87.4% | $2,544-75.5% |
| Participant deferral / active EE | $1,954 | $2,919-33.1% | $5,637-65.3% | $4,237-53.9% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |