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 |
CARON & BLETZER, PLLC5 years Filed as: CARON AND BLETZER PLLC Service code 99 · EIN 11-1000111 | Other Fees | $10,400 |
Filed as: ANGELL PENSION GROUP Service code 49 | Other Services | $6,002 |
Filed as: THE ANGELL PENSION GROUP INC Service code 99 · EIN 04-2530412 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $38,240 | $44,960-14.9% | $84,966-55.0% | $74,495-48.7% |
| Participation rate | 94.9% | 49.4%+45.5pp | 67.5%+27.4pp | 67.2%+27.7pp |
| Annual return | 13.90% | 26.24%-12.3pp | 66.38%-52.5pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,372 | $1,457+62.8% | $2,727-13.0% | $2,623-9.6% |
| Participant deferral / active EE | $5,709 | $2,731+109.1% | $4,519+26.3% | $4,346+31.4% |
| Admin fee / account holder | $360 | $2,209-83.7% | $6,149-94.1% | $1,942-81.4% |