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 GROUP5 years Filed as: NORTHEAST FINANCIAL GROUP, NC. Service code 27 · EIN 23-2946836 | Advisory (Plan) | $38,838 |
PENSERV PLAN SERVICES, INC.5 years Service code 15 PO BOX 7248 · COLUMBIA, SC 29202 | Recordkeeping | $21,280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $99,138 | $81,474+21.7% | $133,956-26.0% | $73,488+34.9% |
| Participation rate | 64.8% | 76.4%-11.5pp | 79.8%-15.0pp | 70.7%-5.9pp |
| Annual return | 13.46% | 19.40%-5.9pp | 45.09%-31.6pp | 28.51%-15.1pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,921 | $3,786-49.3% | $5,048-61.9% | $3,740-48.6% |
| Admin fee / account holder | $529 | $713-25.8% | $8,927-94.1% | $513+3.1% |