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 FEE COLLECTIONS Service code 16 · EIN 16-1486454 | Consulting | $82,920 |
Filed as: FIRLEY, MORAN, FREER & EASSA, PC Service code 10 · EIN 16-1148763 | Accounting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,309 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,904 | $69,159+126.9% | $125,175+25.3% | $67,579+132.2% |
| Participation rate | 98.3% | 78.2%+20.1pp | 79.8%+18.5pp | 71.3%+27.0pp |
| Annual return | 20.41% | 27.12%-6.7pp | 43.79%-23.4pp | 378.56%-358.2pp |
| Employer contribution / active EE | $4,347 | $2,023+114.9% | $3,865+12.5% | $2,148+102.4% |
| Participant deferral / active EE | $4,459 | $3,700+20.5% | $4,937-9.7% | $3,539+26.0% |
| Admin fee / account holder | $62 | $142-56.3% | $9,702-99.4% | $142-56.5% |