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 4-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 FINANCIAL GROUP, INC Service code 28 2813 ROUTE 611, P.O. BOX 531 · TANNERSVILLE, PA 18372 | Investment Management | $52,027 |
Filed as: PENSERV PLAN SERVICES Service code 15 102 TRADE ZONE DRIVE · WEST COLUMBIA, SC 29170 | Recordkeeping | $13,731 |
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 | $107,080 | $101,317+5.7% | $146,958-27.1% | $74,495+43.7% |
| Participation rate | 89.1% | 75.5%+13.5pp | 82.2%+6.9pp | 67.2%+21.9pp |
| Annual return | 13.57% | 8730.91%-8717.3pp | 418.34%-404.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,694 | $3,810-29.3% | $4,933-45.4% | $2,623+2.7% |
| Participant deferral / active EE | $9,873 | $7,303+35.2% | $8,070+22.3% | $4,346+127.2% |
| Admin fee / account holder | $428 | $1,739-75.4% | $12,998-96.7% | $1,942-77.9% |