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 GROUP10+ years Filed as: NORTHEAST FINANCIAL GROUP INC Service code 49 · EIN 23-2946836 | Other Services | $33,035 |
NWPS5 years Service code 15 · EIN 91-2090931 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Recordkeeping | $29,270 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,863 | $80,724+34.9% | $103,333+5.4% | $74,495+46.1% |
| Participation rate | 94.3% | 65.7%+28.6pp | 74.5%+19.8pp | 67.2%+27.1pp |
| Annual return | 13.54% | 27.56%-14.0pp | 24.88%-11.3pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $4,931 | $3,157+56.2% | $3,868+27.5% | $2,623+88.0% |
| Participant deferral / active EE | $3,919 | $3,860+1.5% | $5,057-22.5% | $4,346-9.8% |
| Admin fee / account holder | $273 | $2,368-88.5% | $8,355-96.7% | $1,942-85.9% |