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 28 · EIN 16-1065416 3501 MASONS MILL ROAD, SUITE 505 · HUNTINGDON VALLEY, PA 19006 | Investment Management | $72,880 |
90 DEGREE BENEFITS2 years Service code 13 · EIN 25-1319965 6345 FLANK DRIVE SUITE 400 · HARRISBURG, PA 17112 | Contract Administrator | $59,085 |
Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 600 HAMILTON ST 900 · ALLENTOWN, PA 18101 | Advisory (Plan) | $41,644 |
O'DONOGHUE & O'DONOGHUE2 years Filed as: O'DONOGHUE & O'DONOOGHUE Service code 29 · EIN 53-0120528 325 CHESTNUT STREET, SUITE 515 · PHILADELPHIA, PA 19106 | Legal | $9,588 |
ALAN ROSS & COMPANY, PC8+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $8,250 |
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 | $27,059 | $52,208-48.2% | $86,612-68.8% | $74,419-63.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.7%+28.3pp | 70.7%+29.3pp |
| Annual return | 0.32% | 44.46%-44.1pp | 591.07%-590.8pp | 34.38%-34.1pp |
| Employer contribution / active EE | $2,403 | $2,282+5.3% | $3,022-20.5% | $2,637-8.9% |
| Participant deferral / active EE | $0 | $3,383-100.0% | $4,438-100.0% | $4,528-100.0% |
| Admin fee / account holder | $218 | $319-31.5% | $5,614-96.1% | $348-37.2% |