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 3-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 |
|---|---|---|
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $135,613 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,963 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,917 |
FIDUCIENT ADVISORS LLC1+ years Service code 27 500 QWEST MADISON STREET · CHICAGO, IL 60661 | Advisory (Plan) | $672 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,862 | $95,918-42.8% | $151,611-63.8% | $77,904-29.6% |
| Participation rate | 75.6% | 88.7%-13.2pp | 87.5%-11.9pp | 73.7%+1.9pp |
| Annual return | 600.72% | -5.50%+606.2pp | 3.33%+597.4pp | 12.21%+588.5pp |
| Employer contribution / active EE | $1,909 | $4,330-55.9% | $6,166-69.0% | $2,848-33.0% |
| Participant deferral / active EE | $3,752 | $7,508-50.0% | $8,363-55.1% | $4,806-21.9% |
| Admin fee / account holder | $61 | $93-34.7% | $11,616-99.5% | $133-54.1% |