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 |
|---|---|---|
Filed as: NORTHEAST INVESTMENT MANAGEMENT,INC Service code 27 · EIN 04-2815899 | Advisory (Plan) | $52,246 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,657 | $47,448-24.8% | $94,993-62.5% | $62,292-42.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 8.47% | 22.64%-14.2pp | 27.12%-18.7pp | 28.90%-20.4pp |
| Employer contribution / active EE | $656 | $1,300-49.5% | $2,603-74.8% | $2,042-67.9% |
| Participant deferral / active EE | $0 | $2,375-100.0% | $3,317-100.0% | $3,169-100.0% |
| Admin fee / account holder | $256 | $434-41.0% | $4,960-94.8% | $479-46.6% |