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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $164,566 |
Filed as: ANGELL PENSION GROUP Service code 49 · EIN 04-2530412 | Other Services | $112,910 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $82,500 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $18,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,281 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,085 | $122,693-52.7% | $184,203-68.5% | $199,593-70.9% |
| Participation rate | 93.3% | 86.8%+6.5pp | 86.8%+6.5pp | 72.0%+21.3pp |
| Annual return | 14.96% | 143.91%-128.9pp | 28.81%-13.9pp | 34.25%-19.3pp |
| Employer contribution / active EE | $1,867 | $4,584-59.3% | $6,427-71.0% | $3,034-38.5% |
| Participant deferral / active EE | $6,067 | $7,990-24.1% | $9,131-33.6% | $5,087+19.3% |
| Admin fee / account holder | $77 | $121-36.3% | $13,901-99.4% | $269-71.4% |