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 |
|---|---|---|
Filed as: NORTHEAST PROFESSIONAL PLANNING Service code 99 · EIN 11-1000111 | Other Fees | $9,290 |
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 | $130,775 | $71,883+81.9% | $86,677+50.9% | $68,494+90.9% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.1pp | 67.9%+3.5pp |
| Annual return | -13.30% | 3.52%-16.8pp | 35.91%-49.2pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,590 | $2,173-26.8% | $2,836-44.0% | $2,596-38.8% |
| Participant deferral / active EE | $7,176 | $3,779+89.9% | $4,656+54.1% | $4,027+78.2% |
| Admin fee / account holder | $26 | $6,112-99.6% | $7,493-99.7% | $5,403-99.5% |