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 | $74,115 |
90 DEGREE BENEFITS3 years Service code 13 · EIN 25-1319965 6345 FLANK DRIVE SUITE 400 · HARRISBURG, PA 17112 | Contract Administrator | $56,754 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 600 HAMILTON ST 900 · ALLENTOWN, PA 18101 | Advisory (Plan) | $45,533 |
O'DONOGHUE & O'DONOGHUE3 years Filed as: O'DONOGHUE & O'DONOOGHUE Service code 29 · EIN 53-0120528 325 CHESTNUT STREET, SUITE 515 · PHILADELPHIA, PA 19106 | Legal | $23,338 |
ALAN ROSS & COMPANY, PC9+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $8,500 |
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 | $31,398 | $65,908-52.4% | $81,812-61.6% | $77,643-59.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.3%+27.7pp | 70.6%+29.4pp |
| Annual return | 10.17% | 26.64%-16.5pp | 773.79%-763.6pp | 31.24%-21.1pp |
| Employer contribution / active EE | $4,233 | $2,370+78.6% | $2,912+45.3% | $2,726+55.3% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,319-100.0% | $4,647-100.0% |
| Admin fee / account holder | $254 | $526-51.8% | $7,386-96.6% | $430-41.0% |