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 COMPANY4 years Filed as: THE HAVERFORD TRUST CO Service code 27 · EIN 23-2328954 | Advisory (Plan) | $84,102 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $73,497 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,057 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,580 | $95,918-31.6% | $151,611-56.7% | $77,904-15.8% |
| Participation rate | 60.1% | 88.7%-28.7pp | 87.5%-27.4pp | 73.7%-13.6pp |
| Annual return | -16.88% | -5.50%-11.4pp | 3.33%-20.2pp | 12.21%-29.1pp |
| Employer contribution / active EE | $0 | $4,330-100.0% | $6,166-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $4,566 | $7,508-39.2% | $8,363-45.4% | $4,806-5.0% |
| Admin fee / account holder | $202 | $93+116.3% | $11,616-98.3% | $133+52.2% |