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 7-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 · EIN 13-3689044 | Recordkeeping | $39,896 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST NATIONAL ASSOC. Service code 27 · EIN 16-1486454 | Advisory (Plan) | $16,152 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,485 | $65,041+9.9% | $90,951-21.4% | $79,858-10.5% |
| Participation rate | 71.6% | 61.6%+10.0pp | 69.0%+2.6pp | 69.6%+2.0pp |
| Annual return | 27.30% | 30.45%-3.2pp | 134.60%-107.3pp | 31.71%-4.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,711 | $2,512+47.7% | $3,373+10.0% | $3,740-0.8% |
| Admin fee / account holder | $374 | $4,536-91.8% | $5,959-93.7% | $5,306-93.0% |