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 INC6+ years Filed as: NYLINK INSURANCE AGENCY, INC. Service code 53 | Insurance Commissions | $28,528 |
THE ANGELL PENSION GROUP, INC.6+ years Filed as: ANGELL PENSION GROUP Service code 13 | Contract Administrator | $12,199 |
RSM US LLP6+ years Service code 10 | Accounting | $12,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,389 |
THE ANGELL PENSION GROUP, INC.6+ years Filed as: ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $0 |
NYLINK INSURANCE AGENCY INC6+ years Service code 53 · EIN 13-3929029 | Insurance Commissions | $0 |
RSM US LLP4 years Filed as: RMS, US LLP Service code 10 · EIN 42-0714325 | Accounting | $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 | $115,912 | $54,573+112.4% | $90,951+27.4% | $73,488+57.7% |
| Participation rate | 84.8% | 61.2%+23.6pp | 69.0%+15.7pp | 70.7%+14.1pp |
| Annual return | 20.03% | 16.69%+3.3pp | 134.60%-114.6pp | 28.51%-8.5pp |
| Employer contribution / active EE | $1,342 | $991+35.4% | $2,122-36.8% | $2,270-40.9% |
| Participant deferral / active EE | $4,704 | $2,517+86.9% | $3,373+39.5% | $3,740+25.8% |
| Admin fee / account holder | $39 | $521-92.4% | $5,959-99.3% | $513-92.3% |