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 |
|---|---|---|
Service code 15 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Recordkeeping | $26,881 |
NORTHEAST FINANCIAL GROUP4+ years Filed as: NORTHEAST FINANCIAL GROUP INC Service code 49 · EIN 23-2946836 | Other Services | $23,550 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,858 | $55,449+29.6% | $83,848-14.3% | $56,287+27.7% |
| Participation rate | 91.4% | 68.0%+23.4pp | 76.1%+15.3pp | 69.9%+21.5pp |
| Annual return | -2.23% | -1.38%-0.8pp | 850.88%-853.1pp | -9.96%+7.7pp |
| Employer contribution / active EE | $3,157 | $2,430+29.9% | $3,631-13.1% | $2,111+49.5% |
| Participant deferral / active EE | $2,833 | $2,935-3.5% | $4,082-30.6% | $3,350-15.4% |
| Admin fee / account holder | $237 | $656-63.9% | $5,478-95.7% | $521-54.6% |