See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NORTHEAST FINANCIAL GROUP6+ years Filed as: NORTHEAST FINANCIAL GROUP, INC. Service code 99 · EIN 23-2946836 | Other Fees | $17,437 |
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $8,788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,425 | $51,288-32.9% | $81,983-58.0% | $73,409-53.1% |
| Participation rate | 48.8% | 64.0%-15.2pp | 69.2%-20.5pp | 72.2%-23.4pp |
| Annual return | 13.60% | 29.48%-15.9pp | 41.31%-27.7pp | 59.29%-45.7pp |
| Employer contribution / active EE | $571 | $1,487-61.6% | $2,498-77.1% | $2,234-74.4% |
| Participant deferral / active EE | $1,518 | $2,715-44.1% | $3,722-59.2% | $3,805-60.1% |
| Admin fee / account holder | $163 | $125+30.3% | $5,664-97.1% | $158+3.4% |