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 GROUP6 years Filed as: NORTHEAST FINANCIAL GROUP, NC. Service code 27 · EIN 23-2946836 | Advisory (Plan) | $46,707 |
PENSERV PLAN SERVICES, INC.6 years Service code 15 PO BOX 3109 · WEST COLUMBIA, SC 29171 | Recordkeeping | $7,902 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $88,870 | $93,182-4.6% | $146,665-39.4% | $79,386+11.9% |
| Participation rate | 68.5% | 76.4%-7.9pp | 80.1%-11.6pp | 70.7%-2.2pp |
| Annual return | 15.39% | 21.61%-6.2pp | 22.74%-7.4pp | 116.85%-101.5pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,136-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,856 | $4,169-55.5% | $5,506-66.3% | $4,046-54.1% |
| Admin fee / account holder | $680 | $585+16.3% | $10,280-93.4% | $626+8.6% |