See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ANGELL PENSION GROUP Service code 49 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Other Services | $16,423 |
NORTH HILL NEEDHAM, INC.2 years Service code 99 · EIN 04-2716090 | Other Fees | $11,023 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $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 | $38,697 | $50,815-23.8% | $155,509-75.1% | $77,643-50.2% |
| Participation rate | 91.7% | 63.1%+28.6pp | 78.2%+13.5pp | 70.6%+21.1pp |
| Annual return | 11.56% | 34.80%-23.2pp | 64.67%-53.1pp | 31.24%-19.7pp |
| Employer contribution / active EE | $1,610 | $1,993-19.2% | $4,672-65.5% | $2,726-40.9% |
| Participant deferral / active EE | $4,123 | $2,822+46.1% | $5,626-26.7% | $4,647-11.3% |
| Admin fee / account holder | $87 | $437-80.2% | $15,912-99.5% | $430-79.9% |