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 Filed as: THE HAVERFORD TRUST CO Service code 27 · EIN 23-2328954 | Advisory (Plan) | $105,042 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100,150 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,201 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,032 | $122,693-48.6% | $184,203-65.8% | $199,593-68.4% |
| Participation rate | 71.4% | 86.8%-15.4pp | 86.8%-15.4pp | 72.0%-0.6pp |
| Annual return | 15.15% | 143.91%-128.8pp | 28.81%-13.7pp | 34.25%-19.1pp |
| Employer contribution / active EE | $0 | $4,584-100.0% | $6,427-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $4,634 | $7,990-42.0% | $9,131-49.2% | $5,087-8.9% |
| Admin fee / account holder | $175 | $121+45.3% | $13,901-98.7% | $269-34.8% |