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 |
|---|---|---|
NORTHEAST FINANCIAL GROUP1+ years Filed as: NORTHEAST FINANCIAL GROUP, INC. Service code 28 · EIN 23-2946836 | Investment Management | $12,720 |
PENSERV PLAN SERVICES, INC.1+ years Filed as: PENSERV PLAN SERVICES Service code 15 102 TRADE ZONE CIRCLE · WEST COLUMBIA, SC 29170 | Recordkeeping | $8,585 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,903 | $79,428-81.2% | $106,548-86.0% | $79,386-81.2% |
| Participation rate | 82.7% | 74.1%+8.5pp | 76.1%+6.5pp | 70.7%+12.0pp |
| Annual return | 11.80% | 18.27%-6.5pp | 26.80%-15.0pp | 116.85%-105.1pp |
| Employer contribution / active EE | $851 | $2,234-61.9% | $2,819-69.8% | $2,427-64.9% |
| Participant deferral / active EE | $2,031 | $3,823-46.9% | $4,398-53.8% | $4,046-49.8% |
| Admin fee / account holder | $114 | $523-78.2% | $7,407-98.5% | $626-81.8% |