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 GROUP3+ years Filed as: NORTHEAST FINANCIAL GROUP, INC. Service code 99 · EIN 23-2946836 | Other Fees | $17,535 |
LIFESTYLE RETIREMENT COMPANY2+ years Service code 99 · EIN 25-1867808 | Other Fees | $4,703 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $38,355 | $44,059-12.9% | $71,671-46.5% | $69,631-44.9% |
| Participation rate | 35.4% | 60.8%-25.4pp | 68.7%-33.4pp | 70.7%-35.3pp |
| Annual return | 13.82% | 21.97%-8.2pp | 20.65%-6.8pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $0 | $1,305-100.0% | $2,460-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,072 | $2,370-54.8% | $3,438-68.8% | $3,224-66.8% |
| Admin fee / account holder | $37 | $108-66.1% | $5,558-99.3% | $110-66.9% |