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 CAPITAL4 years Filed as: ALDEN CAPITAL LLC Service code 27 261 OLD YORK RD · JENKINTOWN, PA 19046 | Advisory (Plan) | $49,704 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,862 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,683 | $102,553+27.4% | $151,611-13.8% | $66,914+95.3% |
| Participation rate | 75.9% | 85.5%-9.6pp | 87.5%-11.6pp | 69.8%+6.1pp |
| Annual return | -21.12% | -10.82%-10.3pp | 3.33%-24.4pp | 1.58%-22.7pp |
| Employer contribution / active EE | $3,230 | $4,180-22.7% | $6,166-47.6% | $2,544+27.0% |
| Participant deferral / active EE | $10,597 | $6,641+59.6% | $8,363+26.7% | $4,237+150.1% |
| Admin fee / account holder | $584 | $630-7.3% | $11,616-95.0% | $593-1.6% |