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 | $5,388 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,297 | $54,229+44.4% | $70,092+11.7% | $68,494+14.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -14.98% | -13.87%-1.1pp | 190.73%-205.7pp | -7.84%-7.1pp |
| Employer contribution / active EE | $4,504 | $2,018+123.2% | $2,559+76.0% | $2,596+73.5% |
| Participant deferral / active EE | $4,682 | $2,956+58.4% | $3,849+21.7% | $4,027+16.3% |
| Admin fee / account holder | $53 | $4,694-98.9% | $6,267-99.2% | $5,403-99.0% |