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 15 51 HADDONFIELD ROAD, SUITE 200 · CHERRY HILL, NJ 08002 | Recordkeeping | $5,387 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,156 | $101,317+129.1% | $146,958+58.0% | $74,495+211.6% |
| Participation rate | 93.7% | 75.5%+18.2pp | 82.2%+11.5pp | 67.2%+26.5pp |
| Annual return | 15.74% | 8730.91%-8715.2pp | 418.34%-402.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $2,138 | $3,810-43.9% | $4,933-56.7% | $2,623-18.5% |
| Participant deferral / active EE | $10,054 | $7,303+37.7% | $8,070+24.6% | $4,346+131.3% |
| Admin fee / account holder | $43 | $1,739-97.6% | $12,998-99.7% | $1,942-97.8% |