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 |
|---|---|---|
Filed as: MML INVESTORS SERVICES INC Service code 99 · EIN 04-2746212 | Other Fees | $27,885 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $8,682 |
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 | $59,105 | $87,870-32.7% | $113,168-47.8% | $74,304-20.5% |
| Participation rate | 81.0% | 70.7%+10.3pp | 76.6%+4.4pp | 60.3%+20.7pp |
| Annual return | 24.96% | 26.44%-1.5pp | 24.27%+0.7pp | 29.43%-4.5pp |
| Employer contribution / active EE | $4,608 | $2,277+102.4% | $2,975+54.9% | $2,241+105.6% |
| Participant deferral / active EE | $8,928 | $4,241+110.5% | $5,107+74.8% | $3,767+137.0% |
| Admin fee / account holder | $66 | $3,368-98.0% | $12,068-99.5% | $2,969-97.8% |