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 |
|---|---|---|
THE HAVERFORD TRUST COMPANY6 years Service code 19 · EIN 23-2328954 | Securities Custodian | $384,583 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,377 | $122,693+0.6% | $184,203-33.0% | $199,593-38.2% |
| Participation rate | 100.0% | 86.8%+13.2pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 10.14% | 143.91%-133.8pp | 28.81%-18.7pp | 34.25%-24.1pp |
| Employer contribution / active EE | $14,127 | $4,584+208.1% | $6,427+119.8% | $3,034+365.6% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $9,131-100.0% | $5,087-100.0% |
| Admin fee / account holder | $170 | $121+41.3% | $13,901-98.8% | $269-36.6% |