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 | $55,415+26.9% | $155,509-54.8% | $74,495-5.6% |
| Participation rate | 75.5% | 61.9%+13.6pp | 78.2%-2.7pp | 67.2%+8.3pp |
| Annual return | 41.69% | 268.50%-226.8pp | 64.67%-23.0pp | 1364.94%-1323.3pp |
| Employer contribution / active EE | $1,780 | $2,267-21.5% | $4,672-61.9% | $2,623-32.2% |
| Participant deferral / active EE | $3,572 | $2,836+25.9% | $5,626-36.5% | $4,346-17.8% |
| Admin fee / account holder | $184 | $1,738-89.4% | $15,912-98.8% | $1,942-90.5% |