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 |
|---|---|---|
NORTHEAST FINANCIAL GROUP5+ years Filed as: NORTHEAST FINANCIAL GROUP INC Service code 49 · EIN 23-2946836 | Other Services | $23,876 |
Service code 15 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Recordkeeping | $23,766 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,738 | $63,114+21.6% | $92,893-17.4% | $65,185+17.7% |
| Participation rate | 95.2% | 68.8%+26.5pp | 76.0%+19.2pp | 70.2%+25.0pp |
| Annual return | 16.49% | 28.75%-12.3pp | 109.41%-92.9pp | 29.38%-12.9pp |
| Employer contribution / active EE | $3,653 | $2,571+42.1% | $3,6530% | $2,177+67.8% |
| Participant deferral / active EE | $2,957 | $3,108-4.9% | $4,236-30.2% | $3,514-15.8% |
| Admin fee / account holder | $217 | $624-65.3% | $5,794-96.3% | $847-74.4% |