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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.
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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 |
|---|---|---|
Filed as: NORTHEAST INVESTMENT MANAGEMENT,INC Service code 27 · EIN 04-2815899 | Advisory (Plan) | $52,737 |
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 | $35,948 | $50,175-28.4% | $99,443-63.9% | $65,185-44.9% |
| Participation rate | 100.0% | 68.4%+31.6pp | 73.8%+26.2pp | 70.2%+29.8pp |
| Annual return | -2.35% | 25.36%-27.7pp | 30.72%-33.1pp | 29.38%-31.7pp |
| Employer contribution / active EE | $896 | $1,496-40.1% | $2,540-64.7% | $2,177-58.8% |
| Participant deferral / active EE | $0 | $2,748-100.0% | $3,619-100.0% | $3,514-100.0% |
| Admin fee / account holder | $248 | $398-37.7% | $6,250-96.0% | $847-70.8% |