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 TRUST5 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $67,650 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,317 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,419 |
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 | $370,397 | $101,317+265.6% | $146,958+152.0% | $74,495+397.2% |
| Participation rate | 84.6% | 75.5%+9.0pp | 82.2%+2.4pp | 67.2%+17.4pp |
| Annual return | 15.17% | 8730.91%-8715.7pp | 418.34%-403.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $10,221 | $3,810+168.3% | $4,933+107.2% | $2,623+289.7% |
| Participant deferral / active EE | $8,854 | $7,303+21.2% | $8,070+9.7% | $4,346+103.7% |
| Admin fee / account holder | $500 | $1,739-71.2% | $12,998-96.2% | $1,942-74.2% |