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 Service code 99 · EIN 23-2946836 | Other Fees | $23,651 |
HUYETT & ASSOCIATES, LTD1 year Service code 10 · EIN 23-2469742 | Accounting | $10,000 |
O'DONOGHUE & O'DONOGHUE1 year Service code 29 · EIN 53-0120528 | Legal | $8,869 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,193 | $64,707+68.8% | $112,228-2.7% | $68,494+59.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -11.56% | -11.40%-0.2pp | 27.45%-39.0pp | -7.84%-3.7pp |
| Employer contribution / active EE | $4,390 | $2,746+59.9% | $3,635+20.8% | $2,596+69.1% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $6,244 | $5,232+19.3% | $6,410-2.6% | $5,403+15.6% |