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 TRUST3 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $41,117 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,657 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,276 | $56,638-21.8% | $169,368-73.9% | $74,419-40.5% |
| Participation rate | 99.7% | 67.5%+32.2pp | 77.1%+22.6pp | 70.7%+29.0pp |
| Annual return | 14.53% | 24.75%-10.2pp | 405.60%-391.1pp | 34.38%-19.8pp |
| Employer contribution / active EE | $1,772 | $2,027-12.6% | $4,013-55.8% | $2,637-32.8% |
| Participant deferral / active EE | $2,477 | $4,223-41.3% | $6,221-60.2% | $4,528-45.3% |
| Admin fee / account holder | $94 | $307-69.2% | $9,003-99.0% | $348-72.9% |