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 6-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 49 | Other Services | $5,045 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO 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 | $88,208 | $104,475-15.6% | $159,436-44.7% | $79,386+11.1% |
| Participation rate | 99.0% | 76.6%+22.4pp | 82.8%+16.2pp | 70.7%+28.3pp |
| Annual return | 13.51% | 67.95%-54.4pp | 263.57%-250.1pp | 116.85%-103.3pp |
| Employer contribution / active EE | $2,116 | $3,417-38.1% | $4,829-56.2% | $2,427-12.8% |
| Participant deferral / active EE | $4,587 | $6,467-29.1% | $7,352-37.6% | $4,046+13.4% |
| Admin fee / account holder | $34 | $711-95.2% | $10,799-99.7% | $626-94.6% |