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 10-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 |
|---|---|---|
ALDEN CAPITAL3 years Filed as: ALDEN CAPITAL LLC Service code 27 261 OLD YORK RD · JENKINTOWN, PA 19046 | Advisory (Plan) | $51,686 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,075 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,797 | $137,414+27.2% | $189,513-7.8% | $85,850+103.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 87.8%-12.8pp | 69.3%+5.7pp |
| Annual return | 17.99% | 38.14%-20.1pp | 555.15%-537.2pp | 318.53%-300.5pp |
| Employer contribution / active EE | $3,161 | $4,344-27.2% | $6,162-48.7% | $2,565+23.2% |
| Participant deferral / active EE | $10,080 | $6,260+61.0% | $8,221+22.6% | $3,952+155.1% |
| Admin fee / account holder | $693 | $8,630-92.0% | $12,045-94.3% | $6,260-88.9% |