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 99 · EIN 61-1758632 | Other Fees | $21,600 |
Filed as: ANGELL PENSION GROUP Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $4,177 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,347 | $91,538+5.3% | $129,995-25.9% | $75,163+28.2% |
| Participation rate | 91.7% | 71.4%+20.2pp | 78.5%+13.2pp | 67.2%+24.5pp |
| Annual return | 17.17% | -631.11%+648.3pp | -137.18%+154.3pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,455 | $2,845-13.7% | $4,320-43.2% | $2,670-8.0% |
| Participant deferral / active EE | $5,937 | $4,341+36.8% | $5,820+2.0% | $4,125+43.9% |
| Admin fee / account holder | $48 | $6,790-99.3% | $10,614-99.6% | $5,651-99.2% |