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 |
|---|---|---|
NYLINK INSURANCE AGENCY INC4+ years Filed as: NYLINK INSURANCE AGENCY, INC. Service code 53 | Insurance Commissions | $24,232 |
RSM US LLP4+ years Service code 10 | Accounting | $15,000 |
THE ANGELL PENSION GROUP, INC.4+ years Filed as: ANGELL PENSION GROUP Service code 13 | Contract Administrator | $10,539 |
RSM US LLP2 years Filed as: RMS, US LLP Service code 10 · EIN 42-0714325 | Accounting | $3,840 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,905 |
THE ANGELL PENSION GROUP, INC.4+ years Filed as: ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $0 |
NYLINK INSURANCE AGENCY INC4+ years Service code 53 · EIN 13-3929029 | Insurance Commissions | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,139 | $42,548+74.2% | $74,550-0.6% | $56,287+31.7% |
| Participation rate | 82.8% | 60.5%+22.3pp | 69.1%+13.6pp | 69.9%+12.9pp |
| Annual return | -2.14% | 12.40%-14.5pp | 32.53%-34.7pp | -9.96%+7.8pp |
| Employer contribution / active EE | $869 | $855+1.6% | $1,961-55.7% | $2,111-58.8% |
| Participant deferral / active EE | $4,070 | $2,277+78.7% | $3,108+30.9% | $3,350+21.5% |
| Admin fee / account holder | $41 | $467-91.3% | $5,060-99.2% | $521-92.2% |