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 TRUST1 year Service code 27 1100 N. MARKET STREET · WILMINGTON, DE 19890 | Advisory (Plan) | $24,251 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $13,051 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,230 | $51,315+48.6% | $95,745-20.4% | $71,457+6.7% |
| Participation rate | 50.4% | 63.0%-12.7pp | 72.3%-21.9pp | 67.9%-17.6pp |
| Annual return | 14.77% | 25.26%-10.5pp | 28.35%-13.6pp | 28.85%-14.1pp |
| Employer contribution / active EE | $1,336 | $1,819-26.5% | $2,835-52.9% | $2,588-48.4% |
| Participant deferral / active EE | $3,883 | $3,358+15.6% | $4,245-8.5% | $4,289-9.5% |
| Admin fee / account holder | $401 | $1,137-64.7% | $5,678-92.9% | $1,587-74.7% |