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 TRUST3 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $74,823 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,008 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$49,231 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $358,172 | $84,487+323.9% | $125,339+185.8% | $66,914+435.3% |
| Participation rate | 87.3% | 76.4%+10.9pp | 82.4%+4.9pp | 69.8%+17.5pp |
| Annual return | -14.54% | -8.39%-6.2pp | 572.05%-586.6pp | 1.58%-16.1pp |
| Employer contribution / active EE | $8,380 | $3,553+135.9% | $4,814+74.1% | $2,544+229.4% |
| Participant deferral / active EE | $8,103 | $6,781+19.5% | $7,446+8.8% | $4,237+91.2% |
| Admin fee / account holder | $306 | $685-55.3% | $10,010-96.9% | $593-48.4% |