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 |
|---|---|---|
BAKER TILLY US, LLP3 years Service code 99 · EIN 39-0859910 | Other Fees | $14,330 |
Filed as: ANGELL PENSION GROUP Service code 49 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Other Services | $13,252 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $2,561 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,911 | $46,292-37.5% | $143,757-79.9% | $64,808-55.4% |
| Participation rate | 91.7% | 64.2%+27.5pp | 80.3%+11.4pp | 71.5%+20.2pp |
| Annual return | -12.45% | -10.05%-2.4pp | -0.04%-12.4pp | 32.82%-45.3pp |
| Employer contribution / active EE | $1,213 | $1,910-36.5% | $4,951-75.5% | $2,506-51.6% |
| Participant deferral / active EE | $3,541 | $2,646+33.8% | $5,637-37.2% | $4,310-17.8% |
| Admin fee / account holder | $62 | $154-59.9% | $14,673-99.6% | $188-67.2% |