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 GROUP2+ years Filed as: NORTHEAST FINANCIAL GROUP, INC. Service code 28 · EIN 23-2946836 | Investment Management | $9,531 |
PENSERV PLAN SERVICES, INC.2+ years Filed as: PENSERV PLAN SERVICES Service code 15 102 TRADE ZONE CIRCLE · WEST COLUMBIA, SC 29170 | Recordkeeping | $8,557 |
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 | $12,925 | $72,607-82.2% | $90,749-85.8% | $66,914-80.7% |
| Participation rate | 83.4% | 73.7%+9.8pp | 75.7%+7.7pp | 69.8%+13.6pp |
| Annual return | -17.35% | -12.28%-5.1pp | -12.16%-5.2pp | 1.58%-18.9pp |
| Employer contribution / active EE | $669 | $2,369-71.8% | $2,921-77.1% | $2,544-73.7% |
| Participant deferral / active EE | $2,226 | $3,977-44.0% | $4,564-51.2% | $4,237-47.5% |
| Admin fee / account holder | $106 | $707-85.1% | $8,445-98.8% | $593-82.2% |