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 |
|---|---|---|
WILMINGTON TRUST2 years Service code 27 1100 N. MARKET STREET · WILMINGTON, DE 19890 | Advisory (Plan) | $31,777 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $9,198 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,304 | $55,472+26.7% | $155,567-54.8% | $74,546-5.7% |
| Participation rate | 75.5% | 61.9%+13.6pp | 78.2%-2.7pp | 67.2%+8.3pp |
| Annual return | 41.69% | 268.72%-227.0pp | 64.74%-23.0pp | 1366.03%-1324.3pp |
| Employer contribution / active EE | $1,780 | $2,269-21.6% | $4,674-61.9% | $2,624-32.2% |
| Participant deferral / active EE | $3,572 | $2,838+25.9% | $5,628-36.5% | $4,347-17.8% |
| Admin fee / account holder | $184 | $1,743-89.5% | $15,916-98.8% | $1,944-90.5% |