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.8 years Service code 26 · EIN 23-3044281 | Advisory (Participants) | $41,191 |
ALERUS FINANCIAL, N.A.8 years Service code 15 · EIN 45-6062081 | Recordkeeping | $29,398 |
Filed as: SNYDER & CLEMENTE Service code 10 · EIN 23-2535812 | Accounting | $13,000 |
IRA GROUP4 years Filed as: IRA H. WEINSTOCK Service code 29 800 N. SECOND ST. · HARRISBURG, PA 17102 | Legal | $720 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,192 | $92,971-44.9% | $96,683-47.1% | $74,419-31.2% |
| Participation rate | 97.6% | 71.5%+26.0pp | 74.3%+23.2pp | 70.7%+26.8pp |
| Annual return | 17.13% | 37.49%-20.4pp | 35.69%-18.6pp | 34.38%-17.2pp |
| Employer contribution / active EE | $1,979 | $3,426-42.2% | $3,737-47.0% | $2,637-24.9% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $180 | $633-71.6% | $6,730-97.3% | $348-48.3% |