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 TRUST2 years Filed as: WILMINGTON TRUST FEE COLLECTIONS Service code 16 · EIN 16-1486454 | Consulting | $79,061 |
Filed as: FIRLEY MORAN FREER AND EASSA, CPA, Service code 10 · EIN 16-1148763 | Accounting | $13,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$79,804 |
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 | $172,526 | $78,419+120.0% | $133,956+28.8% | $73,409+135.0% |
| Participation rate | 98.6% | 78.6%+20.0pp | 79.8%+18.8pp | 72.2%+26.5pp |
| Annual return | 14.79% | 33.35%-18.6pp | 45.09%-30.3pp | 59.29%-44.5pp |
| Employer contribution / active EE | $4,526 | $2,044+121.5% | $3,919+15.5% | $2,234+102.6% |
| Participant deferral / active EE | $5,067 | $3,925+29.1% | $5,048+0.4% | $3,805+33.2% |
| Admin fee / account holder | $38 | $161-76.8% | $8,927-99.6% | $158-76.2% |