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 9-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 |
|---|---|---|
NORTHEAST FINANCIAL GROUP2 years Service code 15 3500 WINCHESTER RD, SUITE 130 · ALLENTOWN, PA 18104 | Recordkeeping | $7,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,354 | $59,328-57.3% | $118,925-78.7% | $73,488-65.5% |
| Participation rate | 49.6% | 62.3%-12.7pp | 75.4%-25.8pp | 70.7%-21.1pp |
| Annual return | 17.86% | 19.13%-1.3pp | 35.88%-18.0pp | 28.51%-10.6pp |
| Employer contribution / active EE | $1,218 | $1,803-32.5% | $3,263-62.7% | $2,270-46.3% |
| Participant deferral / active EE | $1,994 | $2,604-23.4% | $4,265-53.2% | $3,740-46.7% |
| Admin fee / account holder | $76 | $600-87.3% | $6,581-98.8% | $513-85.2% |