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 GROUP7+ years Filed as: NORTHEAST FINANCIAL GROUP INC Service code 49 · EIN 23-2946836 | Other Services | $29,193 |
NWPS2 years Service code 15 · EIN 91-2090931 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Recordkeeping | $25,455 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,271 | $77,660+24.0% | $109,143-11.8% | $79,386+21.3% |
| Participation rate | 98.9% | 67.8%+31.1pp | 75.9%+23.0pp | 70.7%+28.2pp |
| Annual return | 12.63% | 23.44%-10.8pp | 25.75%-13.1pp | 116.85%-104.2pp |
| Employer contribution / active EE | $3,995 | $2,797+42.8% | $3,722+7.4% | $2,427+64.6% |
| Participant deferral / active EE | $3,645 | $3,518+3.6% | $4,653-21.7% | $4,046-9.9% |
| Admin fee / account holder | $247 | $732-66.2% | $6,752-96.3% | $626-60.5% |