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 INC9+ years Filed as: NYLINK INSURANCE AGENCY, INC. Service code 53 | Insurance Commissions | $28,945 |
THE ANGELL PENSION GROUP, INC.9+ years Filed as: ANGELL PENSION GROUP Service code 13 | Contract Administrator | $12,479 |
CARON & BLETZER, PLLC1 year Filed as: CARON BLETZER Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $10,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,379 |
THE ANGELL PENSION GROUP, INC.9+ years Filed as: ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $1,500 |
NYLINK INSURANCE AGENCY INC9+ years Service code 55 · EIN 13-3929029 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,132 | $54,701+92.2% | $86,188+22.0% | $71,457+47.1% |
| Participation rate | 68.5% | 60.1%+8.4pp | 69.0%-0.4pp | 67.9%+0.6pp |
| Annual return | 17.66% | 20.06%-2.4pp | 1168.45%-1150.8pp | 28.85%-11.2pp |
| Employer contribution / active EE | $1,158 | $1,265-8.5% | $2,380-51.4% | $2,588-55.3% |
| Participant deferral / active EE | $4,422 | $3,108+42.3% | $3,985+11.0% | $4,289+3.1% |
| Admin fee / account holder | $96 | $1,922-95.0% | $6,852-98.6% | $1,587-94.0% |