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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $40,162 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST NATIONAL ASSOCIATI Service code 27 · EIN 16-1486454 | Advisory (Plan) | $34,793 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,462 | $47,278-69.4% | $124,672-88.4% | $93,030-84.5% |
| Participation rate | 97.0% | 51.1%+45.9pp | 74.6%+22.3pp | 73.9%+23.1pp |
| Annual return | 12.44% | 15.27%-2.8pp | 5142.93%-5130.5pp | 158.70%-146.3pp |
| Employer contribution / active EE | $388 | $937-58.6% | $3,324-88.3% | $2,706-85.7% |
| Participant deferral / active EE | $1,414 | $1,786-20.8% | $4,614-69.3% | $4,562-69.0% |
| Admin fee / account holder | $37 | $108-65.9% | $7,493-99.5% | $152-75.6% |