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 5-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 PROFESSIONAL PLANNING GRO Service code 49 · EIN 22-3349752 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,956 | $55,415-74.8% | $155,509-91.0% | $74,495-81.3% |
| Participation rate | 99.3% | 61.9%+37.4pp | 78.2%+21.1pp | 67.2%+32.1pp |
| Annual return | 15.13% | 268.50%-253.4pp | 64.67%-49.5pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,984 | $2,267-12.5% | $4,672-57.5% | $2,623-24.4% |
| Participant deferral / active EE | $3,159 | $2,836+11.4% | $5,626-43.9% | $4,346-27.3% |
| Admin fee / account holder | $12 | $1,738-99.3% | $15,912-99.9% | $1,942-99.4% |