See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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) | $58,274 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,719 | $55,214-6.3% | $104,607-50.6% | $73,488-29.6% |
| Participation rate | 100.0% | 67.8%+32.2pp | 74.1%+25.9pp | 70.7%+29.3pp |
| Annual return | 22.17% | 24.79%-2.6pp | 340.46%-318.3pp | 28.51%-6.3pp |
| Employer contribution / active EE | $879 | $1,468-40.1% | $2,681-67.2% | $2,270-61.3% |
| Participant deferral / active EE | $0 | $2,925-100.0% | $3,740-100.0% | $3,740-100.0% |
| Admin fee / account holder | $324 | $424-23.6% | $6,473-95.0% | $513-36.9% |