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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $32,435 |
Filed as: THE HAVERFORD TRUST CO Service code 27 · EIN 23-2328954 | Advisory (Plan) | $18,781 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $59,103 | $95,776-38.3% | $162,163-63.6% | $77,787-24.0% |
| Participation rate | 55.3% | 88.6%-33.4pp | 87.6%-32.3pp | 73.2%-17.9pp |
| Annual return | 32.07% | 37.03%-5.0pp | 115.59%-83.5pp | 32.57%-0.5pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $5,614-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,995 | $6,125-51.1% | $7,298-59.0% | $3,967-24.5% |
| Admin fee / account holder | $74 | $88-15.3% | $10,843-99.3% | $100-25.8% |