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 ADVISORS, INC.5 years Service code 26 · EIN 23-3044281 | Advisory (Participants) | $40,532 |
ALERUS FINANCIAL, N.A.5 years Service code 15 · EIN 45-6062081 | Recordkeeping | $13,072 |
Filed as: SNYDER & CLEMENTE Service code 10 · EIN 23-2535812 | Accounting | $12,000 |
IRA GROUP1 year Filed as: IRA H. WEINSTOCK Service code 29 800 N. SECOND ST. · HARRISBURG, PA 17102 | Legal | $400 |
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 | $47,133 | $91,517-48.5% | $101,248-53.4% | $73,409-35.8% |
| Participation rate | 97.9% | 73.8%+24.1pp | 75.8%+22.1pp | 72.2%+25.8pp |
| Annual return | 13.17% | 17.17%-4.0pp | 46.47%-33.3pp | 59.29%-46.1pp |
| Employer contribution / active EE | $1,239 | $2,877-56.9% | $3,660-66.1% | $2,234-44.5% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $153 | $216-28.9% | $5,945-97.4% | $158-2.8% |