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 |
|---|---|---|
THE ANGELL PENSION GROUP, INC.1+ years Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $1,352 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $600 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $391 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,044 | $31,109-48.4% | $67,711-76.3% | $52,331-69.3% |
| Participation rate | 37.3% | 54.0%-16.7pp | 67.5%-30.2pp | 68.1%-30.8pp |
| Annual return | 2.18% | 23.70%-21.5pp | 25.41%-23.2pp | 4.54%-2.4pp |
| Employer contribution / active EE | $691 | $1,076-35.7% | $2,559-73.0% | $1,882-63.3% |
| Participant deferral / active EE | $3,155 | $1,970+60.1% | $3,585-12.0% | $3,022+4.4% |
| Admin fee / account holder | $3 | $466-99.3% | $4,255-99.9% | $592-99.4% |