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 GROUP3+ years Filed as: NORTHEAST FINANCIAL GROUP, INC. Service code 28 · EIN 23-2946836 | Investment Management | $14,373 |
PENSERV PLAN SERVICES, INC.3+ years Filed as: PENSERV PLAN SERVICES Service code 15 102 TRADE ZONE CIRCLE · WEST COLUMBIA, SC 29170 | Recordkeeping | $9,057 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,534 | $71,516-78.3% | $98,439-84.2% | $71,457-78.3% |
| Participation rate | 81.0% | 72.7%+8.3pp | 75.2%+5.9pp | 67.9%+13.1pp |
| Annual return | 16.48% | 32.41%-15.9pp | 21.16%-4.7pp | 28.85%-12.4pp |
| Employer contribution / active EE | $601 | $2,399-75.0% | $3,048-80.3% | $2,588-76.8% |
| Participant deferral / active EE | $1,947 | $4,109-52.6% | $4,738-58.9% | $4,289-54.6% |
| Admin fee / account holder | $117 | $1,675-93.0% | $8,948-98.7% | $1,587-92.7% |