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 TRUST6 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $74,280 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,497 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,087 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $344,479 | $100,923+241.3% | $150,045+129.6% | $74,304+363.6% |
| Participation rate | 87.0% | 70.1%+16.9pp | 82.3%+4.7pp | 60.3%+26.7pp |
| Annual return | 12.39% | 51.77%-39.4pp | 62.55%-50.2pp | 29.43%-17.0pp |
| Employer contribution / active EE | $10,481 | $3,463+202.6% | $4,693+123.3% | $2,241+367.7% |
| Participant deferral / active EE | $8,718 | $6,709+29.9% | $7,997+9.0% | $3,767+131.4% |
| Admin fee / account holder | $546 | $2,767-80.3% | $13,435-95.9% | $2,969-81.6% |