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 CAPITAL6 years Filed as: ALDEN CAPITAL LLC Service code 27 261 OLD YORK RD · JENKINTOWN, PA 19046 | Advisory (Plan) | $79,347 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,936 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $206,874 | $122,239+69.2% | $184,203+12.3% | $74,495+177.7% |
| Participation rate | 76.9% | 85.5%-8.6pp | 86.8%-9.9pp | 67.2%+9.7pp |
| Annual return | 19.67% | 19.95%-0.3pp | 28.81%-9.1pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $4,376 | $4,537-3.5% | $6,427-31.9% | $2,623+66.8% |
| Participant deferral / active EE | $13,367 | $7,139+87.2% | $9,131+46.4% | $4,346+207.6% |
| Admin fee / account holder | $924 | $1,260-26.7% | $13,901-93.4% | $1,942-52.4% |