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 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $5,286 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,497 | $69,515+40.3% | $86,874+12.2% | $85,850+13.6% |
| Participation rate | 98.9% | 66.3%+32.6pp | 71.6%+27.3pp | 69.3%+29.6pp |
| Annual return | 10.71% | 20.12%-9.4pp | 63.52%-52.8pp | 318.53%-307.8pp |
| Employer contribution / active EE | $4,561 | $1,880+142.6% | $2,495+82.8% | $2,565+77.8% |
| Participant deferral / active EE | $4,900 | $2,919+67.9% | $3,699+32.5% | $3,952+24.0% |
| Admin fee / account holder | $74 | $5,972-98.8% | $5,828-98.7% | $6,260-98.8% |