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 Filed as: WILMINGTON TRUST, NATIONAL ASSOC Service code 99 | Other Fees | $25,119 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 49 · EIN 11-3271029 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $6,382 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NATIONAL ASSO Service code 99 · EIN 16-1486454 | Other Fees | $0 |
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 | $42,500 | $86,655-51.0% | $119,609-64.5% | $66,914-36.5% |
| Participation rate | 91.6% | 75.6%+16.0pp | 79.3%+12.3pp | 69.8%+21.8pp |
| Annual return | -15.75% | -8.00%-7.8pp | -14.97%-0.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,770 | $2,536-30.2% | $4,232-58.2% | $2,544-30.4% |
| Participant deferral / active EE | $5,980 | $4,358+37.2% | $5,602+6.7% | $4,237+41.1% |
| Admin fee / account holder | $85 | $755-88.8% | $10,323-99.2% | $593-85.7% |