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 GROUP8+ years Filed as: NORTHEAST FINANCIAL GROUP INC Service code 49 · EIN 23-2946836 | Other Services | $27,337 |
NWPS3 years Service code 15 · EIN 91-2090931 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Recordkeeping | $25,461 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,838 | $64,119+23.0% | $112,228-29.8% | $66,914+17.8% |
| Participation rate | 89.9% | 68.5%+21.5pp | 75.1%+14.9pp | 69.8%+20.1pp |
| Annual return | -15.98% | -13.81%-2.2pp | 27.45%-43.4pp | 1.58%-17.6pp |
| Employer contribution / active EE | $4,513 | $3,005+50.2% | $3,635+24.2% | $2,544+77.4% |
| Participant deferral / active EE | $3,533 | $3,693-4.3% | $4,728-25.3% | $4,237-16.6% |
| Admin fee / account holder | $238 | $625-62.0% | $6,410-96.3% | $593-59.9% |