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 47-1411118 | Other Fees | $15,000 |
Filed as: THE ANGELL PENSION GROUP INC Service code 99 · EIN 04-2530412 | Other Fees | $9,448 |
CARON & BLETZER, PLLC4 years Filed as: CARON AND BLETZER PLLC Service code 99 · EIN 11-1000111 | Other Fees | $8,330 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,534 | $41,078-13.5% | $80,569-55.9% | $71,457-50.3% |
| Participation rate | 94.0% | 50.2%+43.8pp | 67.0%+27.0pp | 67.9%+26.1pp |
| Annual return | 19.07% | 38.45%-19.4pp | 935.43%-916.4pp | 28.85%-9.8pp |
| Employer contribution / active EE | $2,026 | $1,506+34.6% | $2,723-25.6% | $2,588-21.7% |
| Participant deferral / active EE | $5,137 | $2,699+90.3% | $4,447+15.5% | $4,289+19.8% |
| Admin fee / account holder | $316 | $1,840-82.8% | $5,377-94.1% | $1,587-80.1% |