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 INC8+ years Filed as: NYLINK INSURANCE AGENCY, INC. Service code 53 | Insurance Commissions | $27,630 |
RSM US LLP6 years Filed as: RMS, US LLP Service code 10 · EIN 42-0714325 | Accounting | $15,000 |
THE ANGELL PENSION GROUP, INC.8+ years Filed as: ANGELL PENSION GROUP Service code 13 | Contract Administrator | $14,440 |
THE ANGELL PENSION GROUP, INC.8+ years Filed as: ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $100 |
NYLINK INSURANCE AGENCY INC8+ 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 | $99,092 | $49,451+100.4% | $79,550+24.6% | $66,914+48.1% |
| Participation rate | 76.2% | 61.3%+14.9pp | 69.5%+6.7pp | 69.8%+6.4pp |
| Annual return | -19.25% | 84.25%-103.5pp | 0.16%-19.4pp | 1.58%-20.8pp |
| Employer contribution / active EE | $1,174 | $1,266-7.2% | $2,413-51.3% | $2,544-53.8% |
| Participant deferral / active EE | $4,799 | $3,159+51.9% | $3,985+20.4% | $4,237+13.3% |
| Admin fee / account holder | $188 | $595-68.4% | $6,832-97.2% | $593-68.3% |