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 | $5,509 |
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 | $100,821 | $91,407+10.3% | $135,903-25.8% | $71,457+41.1% |
| Participation rate | 98.0% | 75.7%+22.4pp | 81.9%+16.1pp | 67.9%+30.1pp |
| Annual return | 16.04% | 29.90%-13.9pp | 68.23%-52.2pp | 28.85%-12.8pp |
| Employer contribution / active EE | $2,344 | $3,703-36.7% | $4,856-51.7% | $2,588-9.4% |
| Participant deferral / active EE | $4,886 | $7,092-31.1% | $7,758-37.0% | $4,289+13.9% |
| Admin fee / account holder | $64 | $1,266-94.9% | $10,762-99.4% | $1,587-96.0% |