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 GROUP5 years Service code 15 3500 WINCHESTER RD, SUITE 130 · ALLENTOWN, PA 18104 | Recordkeeping | $24,861 |
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 | $35,117 | $57,651-39.1% | $112,229-68.7% | $71,457-50.9% |
| Participation rate | 60.5% | 58.9%+1.5pp | 72.4%-12.0pp | 67.9%-7.5pp |
| Annual return | 19.32% | 18.32%+1.0pp | 30.20%-10.9pp | 28.85%-9.5pp |
| Employer contribution / active EE | $1,610 | $1,913-15.8% | $3,430-53.1% | $2,588-37.8% |
| Participant deferral / active EE | $3,012 | $2,863+5.2% | $4,798-37.2% | $4,289-29.8% |
| Admin fee / account holder | $149 | $1,581-90.6% | $7,748-98.1% | $1,587-90.6% |