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 GROUP5 years Service code 99 · EIN 23-2946836 | Other Fees | $29,857 |
ALAN ROSS & COMPANY, PC2 years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $10,000 |
O'DONOGHUE & O'DONOGHUE3 years Service code 29 · EIN 53-0120528 | Legal | $5,638 |
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 | $140,184 | $81,460+72.1% | $103,333+35.7% | $80,856+73.4% |
| Participation rate | 98.3% | 66.8%+31.4pp | 74.5%+23.8pp | 67.6%+30.6pp |
| Annual return | 13.26% | 25.55%-12.3pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $5,025 | $3,105+61.8% | $3,868+29.9% | $2,755+82.4% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,070 | $6,566-68.5% | $8,355-75.2% | $6,918-70.1% |