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 | $106,028-22.3% | $146,958-43.9% | $77,643+6.2% |
| Participation rate | 89.3% | 78.4%+10.9pp | 82.2%+7.1pp | 70.6%+18.7pp |
| Annual return | 18.46% | 56.73%-38.3pp | 418.34%-399.9pp | 31.24%-12.8pp |
| Employer contribution / active EE | $5,579 | $4,063+37.3% | $4,933+13.1% | $2,726+104.7% |
| Participant deferral / active EE | $10,231 | $7,990+28.0% | $8,070+26.8% | $4,647+120.2% |
| Admin fee / account holder | $246 | $337-27.0% | $12,998-98.1% | $430-42.7% |