Filed September 9, 2021
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 4-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 |
|---|---|---|
LINSCO/PRIVATE LEDGER CORP2+ years Filed as: LINSCO/PRIVATE LEDGER Service code 28 · EIN 95-2834236 | Investment Management | $31,454 |
Service code 10 · EIN 14-1592927 | Accounting | $10,500 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 11 · EIN 04-2530412 | Actuarial | $8,156 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,418-100.0% | $350,496-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 31.4%-31.4pp | 11.3%-11.3pp |
| Annual return | 6.53% | 10.91%-4.4pp | 12.88%-6.3pp | 10.41%-3.9pp |
| Employer contribution / active EE | $3,721 | $12,279-69.7% | $40,010-90.7% | $14,691-74.7% |
| Participant deferral / active EE | $0 | $9-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $4,558-100.0% | $7,226-100.0% | $2,646-100.0% |