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 GROUP8 years Filed as: NORTHEAST FINANCIAL GROUP, NC. Service code 27 · EIN 23-2946836 | Advisory (Plan) | $40,571 |
PENSERV PLAN SERVICES, INC.8 years Service code 15 PO BOX 3109 · WEST COLUMBIA, SC 29171 | Recordkeeping | $11,590 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $97,763 | $91,538+6.8% | $129,995-24.8% | $75,163+30.1% |
| Participation rate | 52.6% | 71.4%-18.8pp | 78.5%-25.9pp | 67.2%-14.6pp |
| Annual return | 14.53% | -631.11%+645.6pp | -137.18%+151.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,180 | $4,341-49.8% | $5,820-62.5% | $4,125-47.2% |
| Admin fee / account holder | $677 | $6,790-90.0% | $10,614-93.6% | $5,651-88.0% |