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 8-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: THE ANGELL PENSION GROUP INC. Service code 49 | Other Services | $2,615 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,461 | $47,126-75.7% | $149,673-92.3% | $74,419-84.6% |
| Participation rate | 94.5% | 63.4%+31.1pp | 78.8%+15.7pp | 70.7%+23.8pp |
| Annual return | 16.07% | 22.75%-6.7pp | 134.42%-118.3pp | 34.38%-18.3pp |
| Employer contribution / active EE | $1,046 | $1,905-45.1% | $4,818-78.3% | $2,637-60.4% |
| Participant deferral / active EE | $3,622 | $2,728+32.8% | $5,680-36.2% | $4,528-20.0% |
| Admin fee / account holder | $125 | $343-63.5% | $13,210-99.1% | $348-64.0% |