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 INC11+ years Filed as: NYLINK INSURANCE AGENCY, INC. Service code 53 | Insurance Commissions | $29,613 |
THE ANGELL PENSION GROUP, INC.11+ years Filed as: ANGELL PENSION GROUP Service code 13 | Contract Administrator | $15,382 |
CARON & BLETZER, PLLC3 years Filed as: CARON BLETZER Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $12,000 |
THE ANGELL PENSION GROUP, INC.11+ years Filed as: ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $0 |
NYLINK INSURANCE AGENCY INC11+ years Service code 55 · EIN 13-3929029 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,820 | $66,098+96.4% | $101,794+27.5% | $74,304+74.7% |
| Participation rate | 74.4% | 53.8%+20.7pp | 69.2%+5.2pp | 60.3%+14.1pp |
| Annual return | 13.39% | 19.59%-6.2pp | 30.53%-17.1pp | 29.43%-16.0pp |
| Employer contribution / active EE | $1,633 | $1,082+51.0% | $2,289-28.7% | $2,241-27.1% |
| Participant deferral / active EE | $4,987 | $2,781+79.3% | $4,084+22.1% | $3,767+32.4% |
| Admin fee / account holder | $101 | $4,146-97.6% | $8,777-98.8% | $2,969-96.6% |