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 |
|---|---|---|
Service code 99 · EIN 47-2523848 | Other Fees | $62,049 |
Filed as: NORTHEAST PROFESSIONAL PLANNING GRO Service code 49 494 SYCAMORE AVE, SUITE 100 · SHREWSBURY, NJ 07702 | Other Services | $49,712 |
AVRAM Y. KATZ6 years Service code 99 · EIN 22-2000222 | Other Fees | $26,000 |
FORVIS MAZARS, LLP2 years Filed as: MAZARS USA, LLP Service code 99 · EIN 44-4000444 | Other Fees | $23,920 |
Service code 99 · EIN 11-1000111 | Other Fees | $6,464 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $396,274 | $91,407+333.5% | $135,903+191.6% | $71,457+454.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 19.37% | 29.90%-10.5pp | 68.23%-48.9pp | 28.85%-9.5pp |
| Employer contribution / active EE | $14,850 | $3,703+301.0% | $4,856+205.8% | $2,588+473.9% |
| Participant deferral / active EE | $12,074 | $7,092+70.2% | $7,758+55.6% | $4,289+181.5% |
| Admin fee / account holder | $427 | $1,266-66.3% | $10,762-96.0% | $1,587-73.1% |