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 13 · EIN 42-0127290 | Contract Administrator | $67,101 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $66,107 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 49 · EIN 04-2530412 | Other Services | $16,742 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,422 | $106,110-22.3% | $147,005-43.9% | $77,671+6.1% |
| Participation rate | 89.3% | 78.4%+10.9pp | 82.2%+7.1pp | 70.6%+18.7pp |
| Annual return | 18.46% | 56.77%-38.3pp | 418.76%-400.3pp | 31.21%-12.7pp |
| Employer contribution / active EE | $5,579 | $4,065+37.2% | $4,934+13.1% | $2,726+104.6% |
| Participant deferral / active EE | $10,231 | $7,992+28.0% | $8,070+26.8% | $4,648+120.1% |
| Admin fee / account holder | $246 | $338-27.0% | $13,006-98.1% | $430-42.7% |