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 |
|---|---|---|
BOUCHEY FINANCIAL GROUP3 years Service code 99 · EIN 14-1784864 | Other Fees | $42,372 |
Filed as: CONSULTING ACTUARIES INCORPORATED Service code 49 · EIN 71-0294708 | Other Services | $0 |
Filed as: NORTHEAST PROFESSIONAL PLANNING GRP Service code 49 · EIN 71-0294708 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,440 | $71,883-45.1% | $86,677-54.5% | $68,494-42.4% |
| Participation rate | 88.0% | 72.2%+15.8pp | 76.6%+11.5pp | 67.9%+20.2pp |
| Annual return | -17.90% | 3.52%-21.4pp | 35.91%-53.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $4,726 | $2,173+117.5% | $2,836+66.6% | $2,596+82.0% |
| Participant deferral / active EE | $9,551 | $3,779+152.8% | $4,656+105.1% | $4,027+137.2% |
| Admin fee / account holder | $12 | $6,112-99.8% | $7,493-99.8% | $5,403-99.8% |