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 | $3,601 |
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).
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 | $13,385 | $50,815-73.7% | $155,509-91.4% | $77,643-82.8% |
| Participation rate | 92.9% | 63.1%+29.8pp | 78.2%+14.7pp | 70.6%+22.4pp |
| Annual return | 17.75% | 34.80%-17.1pp | 64.67%-46.9pp | 31.24%-13.5pp |
| Employer contribution / active EE | $453 | $1,993-77.2% | $4,672-90.3% | $2,726-83.4% |
| Participant deferral / active EE | $3,529 | $2,822+25.0% | $5,626-37.3% | $4,647-24.1% |
| Admin fee / account holder | $94 | $437-78.4% | $15,912-99.4% | $430-78.1% |