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 COMPANY Service code 21 RODNEY SQUARE NORTH · WILMINGTON, DE 19890 | Bank Trustee | $27,660 |
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 | $34,616 | $91,552-62.2% | $133,956-74.2% | $79,858-56.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -34.44% | 61.85%-96.3pp | 45.09%-79.5pp | 31.71%-66.2pp |
| Employer contribution / active EE | $32,949 | $2,384+1282.4% | $3,919+740.8% | $2,471+1233.5% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $151 | $6,321-97.6% | $8,927-98.3% | $5,306-97.2% |