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 CAPITAL5 years Filed as: ALDEN CAPITAL LLC Service code 27 261 OLD YORK RD · JENKINTOWN, PA 19046 | Advisory (Plan) | $53,599 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,170 |
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 | $169,706 | $130,194+30.3% | $169,993-0.2% | $71,457+137.5% |
| Participation rate | 76.2% | 86.1%-10.0pp | 87.0%-10.8pp | 67.9%+8.3pp |
| Annual return | 24.36% | 20.37%+4.0pp | 53.37%-29.0pp | 28.85%-4.5pp |
| Employer contribution / active EE | $3,665 | $4,381-16.4% | $6,785-46.0% | $2,588+41.6% |
| Participant deferral / active EE | $12,683 | $6,923+83.2% | $10,408+21.9% | $4,289+195.7% |
| Admin fee / account holder | $649 | $966-32.8% | $12,815-94.9% | $1,587-59.1% |