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 GROUP4 years Service code 15 3500 WINCHESTER RD, SUITE 130 · ALLENTOWN, PA 18104 | Recordkeeping | $15,617 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,739 | $62,603-55.7% | $104,294-73.4% | $66,914-58.5% |
| Participation rate | 67.6% | 59.6%+8.0pp | 73.3%-5.7pp | 69.8%-2.2pp |
| Annual return | -10.64% | -14.70%+4.1pp | 24.61%-35.2pp | 1.58%-12.2pp |
| Employer contribution / active EE | $1,722 | $1,972-12.7% | $3,372-48.9% | $2,544-32.3% |
| Participant deferral / active EE | $3,060 | $2,853+7.3% | $4,625-33.8% | $4,237-27.8% |
| Admin fee / account holder | $103 | $656-84.2% | $7,339-98.6% | $593-82.6% |