See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST4 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $45,353 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $12,090 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,211 | $62,624-35.8% | $177,989-77.4% | $77,643-48.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 77.1%+22.9pp | 70.6%+29.4pp |
| Annual return | 9.66% | 16.16%-6.5pp | 294.48%-284.8pp | 31.24%-21.6pp |
| Employer contribution / active EE | $1,581 | $1,909-17.2% | $3,949-60.0% | $2,726-42.0% |
| Participant deferral / active EE | $2,244 | $4,219-46.8% | $6,276-64.2% | $4,647-51.7% |
| Admin fee / account holder | $110 | $386-71.5% | $10,363-98.9% | $430-74.4% |