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 INC7+ years Filed as: NYLINK INSURANCE AGENCY, INC. Service code 53 | Insurance Commissions | $36,704 |
RSM US LLP5 years Filed as: RMS, US LLP Service code 10 · EIN 42-0714325 | Accounting | $16,200 |
THE ANGELL PENSION GROUP, INC.7+ years Filed as: ANGELL PENSION GROUP Service code 13 | Contract Administrator | $16,161 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,109 |
THE ANGELL PENSION GROUP, INC.7+ years Filed as: ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $0 |
NYLINK INSURANCE AGENCY INC7+ years Service code 53 · EIN 13-3929029 | Insurance Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,932 | $59,263+122.6% | $96,562+36.6% | $79,386+66.2% |
| Participation rate | 79.6% | 61.9%+17.7pp | 69.8%+9.8pp | 70.7%+8.9pp |
| Annual return | 11.06% | 27.07%-16.0pp | 37.78%-26.7pp | 116.85%-105.8pp |
| Employer contribution / active EE | $1,217 | $1,216+0.1% | $2,356-48.3% | $2,427-49.9% |
| Participant deferral / active EE | $4,734 | $2,948+60.6% | $3,849+23.0% | $4,046+17.0% |
| Admin fee / account holder | $129 | $658-80.4% | $6,181-97.9% | $626-79.4% |