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 10-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 |
|---|---|---|
ALDEN CAPITAL7 years Filed as: ALDEN CAPITAL LLC Service code 27 261 OLD YORK RD · JENKINTOWN, PA 19046 | Advisory (Plan) | $62,696 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $24,486 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,365 | $132,049+70.7% | $200,582+12.4% | $74,304+203.3% |
| Participation rate | 77.0% | 84.1%-7.1pp | 86.9%-9.9pp | 60.3%+16.6pp |
| Annual return | 18.23% | 22.22%-4.0pp | 42.33%-24.1pp | 29.43%-11.2pp |
| Employer contribution / active EE | $4,427 | $4,558-2.9% | $6,419-31.0% | $2,241+97.5% |
| Participant deferral / active EE | $14,025 | $7,213+94.5% | $9,331+50.3% | $3,767+272.3% |
| Admin fee / account holder | $815 | $2,405-66.1% | $16,305-95.0% | $2,969-72.6% |