See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NORTHEAST FINANCIAL GROUP6 years Service code 15 3500 WINCHESTER RD, SUITE 130 · ALLENTOWN, PA 18104 | Recordkeeping | $25,819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,289 | $62,327-32.1% | $120,354-64.9% | $74,495-43.2% |
| Participation rate | 60.4% | 56.8%+3.6pp | 71.9%-11.5pp | 67.2%-6.8pp |
| Annual return | 12.65% | 18.61%-6.0pp | 107.15%-94.5pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,677 | $1,843-9.0% | $3,463-51.6% | $2,623-36.0% |
| Participant deferral / active EE | $3,046 | $2,893+5.3% | $4,991-39.0% | $4,346-29.9% |
| Admin fee / account holder | $170 | $2,396-92.9% | $9,423-98.2% | $1,942-91.3% |