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 | $79,922 |
90 DEGREE BENEFITS4 years Service code 13 · EIN 25-1319965 6345 FLANK DRIVE SUITE 400 · HARRISBURG, PA 17112 | Contract Administrator | $53,302 |
CAP FINANCIAL PARTNERS, LLC3 years Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 600 HAMILTON ST 900 · ALLENTOWN, PA 18101 | Advisory (Plan) | $50,095 |
O'DONOGHUE & O'DONOGHUE4 years Filed as: O'DONOGHUE & O'DONOOGHUE Service code 29 · EIN 53-0120528 325 CHESTNUT STREET, SUITE 515 · PHILADELPHIA, PA 19106 | Legal | $23,215 |
ALAN ROSS & COMPANY, PC10+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $8,750 |
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 | $34,969 | $61,058-42.7% | $71,209-50.9% | $85,563-59.1% |
| Participation rate | 100.0% | 58.6%+41.4pp | 73.8%+26.2pp | 66.0%+34.0pp |
| Annual return | 9.20% | 100.41%-91.2pp | 282.51%-273.3pp | 31.51%-22.3pp |
| Employer contribution / active EE | $2,216 | $2,199+0.8% | $2,721-18.6% | $2,654-16.5% |
| Participant deferral / active EE | $0 | $3,173-100.0% | $4,175-100.0% | $4,375-100.0% |
| Admin fee / account holder | $274 | $855-67.9% | $5,349-94.9% | $834-67.1% |