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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $27,686 |
SECURITIES AMERICA INC7+ years Filed as: M&T SECURITIES Service code 55 · EIN 16-1263079 | Other Commissions | $17,990 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,938 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,599 | $60,607-28.1% | $189,557-77.0% | $86,799-49.8% |
| Participation rate | 99.2% | 68.9%+30.3pp | 78.4%+20.7pp | 72.3%+26.9pp |
| Annual return | 9.89% | 65.18%-55.3pp | 64.17%-54.3pp | 97.91%-88.0pp |
| Employer contribution / active EE | $1,574 | $1,626-3.2% | $4,412-64.3% | $2,405-34.6% |
| Participant deferral / active EE | $1,929 | $3,895-50.5% | $6,174-68.8% | $4,131-53.3% |
| Admin fee / account holder | $71 | $159-55.3% | $9,807-99.3% | $170-58.2% |