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.6 years Service code 26 · EIN 23-3044281 | Advisory (Participants) | $54,631 |
ALERUS FINANCIAL, N.A.6 years Service code 15 · EIN 45-6062081 | Recordkeeping | $38,320 |
Filed as: SNYDER & CLEMENTE Service code 10 · EIN 23-2535812 | Accounting | $12,500 |
IRA GROUP2 years Filed as: IRA H. WEINSTOCK Service code 29 800 N. SECOND ST. · HARRISBURG, PA 17102 | Legal | $1,495 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,813 | $78,275-32.5% | $109,143-51.6% | $86,799-39.2% |
| Participation rate | 97.7% | 73.8%+23.9pp | 75.9%+21.8pp | 72.3%+25.4pp |
| Annual return | 14.75% | 19.14%-4.4pp | 25.75%-11.0pp | 97.91%-83.2pp |
| Employer contribution / active EE | $1,359 | $3,105-56.2% | $3,722-63.5% | $2,405-43.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $220 | $198+10.7% | $6,752-96.7% | $170+29.6% |