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 9-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 |
|---|---|---|
ANGELO GORDON11+ years Filed as: ANGELO, GORDON & CO., L.P. Service code 27 · EIN 13-3478879 | Advisory (Plan) | $1,397,595 |
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 | $0 | $289,147-100.0% | $125,864-100.0% | $289,147-100.0% |
| Participation rate | 0.0% | 80.8%-80.8pp | 84.4%-84.4pp | 80.8%-80.8pp |
| Annual return | -57.60% | 12.61%-70.2pp | 46.40%-104.0pp | 12.61%-70.2pp |
| Employer contribution / active EE | $0 | $13,617-100.0% | $4,881-100.0% | $13,617-100.0% |
| Participant deferral / active EE | $0 | $5,372-100.0% | $3,129-100.0% | $5,372-100.0% |
| Admin fee / account holder | $0 | $23,026-100.0% | $132-100.0% | $23,026-100.0% |