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 10-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 GROUP11+ years Filed as: NORTHEAST FINANCIAL GROUP INC Service code 49 · EIN 23-2946836 | Other Services | $37,643 |
NWPS6 years Service code 15 · EIN 91-2090931 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Recordkeeping | $30,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,907 | $86,944+28.7% | $107,525+4.1% | $74,304+50.6% |
| Participation rate | 91.6% | 59.6%+32.1pp | 75.1%+16.6pp | 60.3%+31.3pp |
| Annual return | 14.16% | 23.52%-9.4pp | 181.32%-167.2pp | 29.43%-15.3pp |
| Employer contribution / active EE | $4,805 | $2,757+74.3% | $3,754+28.0% | $2,241+114.4% |
| Participant deferral / active EE | $3,950 | $3,554+11.1% | $5,116-22.8% | $3,767+4.8% |
| Admin fee / account holder | $265 | $3,727-92.9% | $8,919-97.0% | $2,969-91.1% |