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 |
|---|---|---|
Filed as: ANGELL PENSION GROUP Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $2,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,841 | $50,982-37.5% | $154,803-79.4% | $85,563-62.8% |
| Participation rate | 31.1% | 59.8%-28.7pp | 78.1%-46.9pp | 66.0%-34.8pp |
| Annual return | 20.97% | 30.35%-9.4pp | 58.88%-37.9pp | 31.51%-10.5pp |
| Employer contribution / active EE | $478 | $1,708-72.0% | $4,305-88.9% | $2,654-82.0% |
| Participant deferral / active EE | $2,173 | $2,474-12.2% | $5,540-60.8% | $4,375-50.3% |
| Admin fee / account holder | $70 | $846-91.8% | $14,329-99.5% | $834-91.6% |