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 GROUP9+ years Filed as: NORTHEAST FINANCIAL GROUP INC Service code 49 · EIN 23-2946836 | Other Services | $27,306 |
NWPS4 years Service code 15 · EIN 91-2090931 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Recordkeeping | $26,387 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,040 | $76,670+26.6% | $96,683+0.4% | $71,457+35.8% |
| Participation rate | 93.3% | 66.6%+26.8pp | 74.3%+19.0pp | 67.9%+25.4pp |
| Annual return | 16.13% | 48.29%-32.2pp | 35.69%-19.6pp | 28.85%-12.7pp |
| Employer contribution / active EE | $6,200 | $3,031+104.5% | $3,737+65.9% | $2,588+139.6% |
| Participant deferral / active EE | $3,918 | $3,771+3.9% | $4,878-19.7% | $4,289-8.7% |
| Admin fee / account holder | $245 | $2,028-87.9% | $6,730-96.4% | $1,587-84.6% |