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 TRUST2 years Filed as: WILMINGTON TRUST, NATIONAL ASSOC Service code 99 | Other Fees | $22,916 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 49 · EIN 11-3271029 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $6,718 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST, NATIONAL ASSO Service code 99 · EIN 16-1486454 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,992 | $82,978-41.0% | $129,995-62.3% | $71,457-31.4% |
| Participation rate | 89.9% | 74.1%+15.8pp | 78.5%+11.4pp | 67.9%+22.0pp |
| Annual return | 18.83% | 20.60%-1.8pp | -137.18%+156.0pp | 28.85%-10.0pp |
| Employer contribution / active EE | $1,793 | $2,622-31.6% | $4,320-58.5% | $2,588-30.7% |
| Participant deferral / active EE | $5,760 | $4,432+30.0% | $5,820-1.0% | $4,289+34.3% |
| Admin fee / account holder | $73 | $1,729-95.8% | $10,614-99.3% | $1,587-95.4% |