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 TRUST4 years Filed as: WILMINGTON TRUST FEE COLLECTIONS Service code 16 · EIN 16-1486454 | Consulting | $71,550 |
Filed as: FIRLEY MORAN FREER AND EASSA, CPA, Service code 10 · EIN 16-1148763 | Accounting | $14,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,983 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$88,060 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,796 | $71,142+126.0% | $119,609+34.4% | $64,808+148.1% |
| Participation rate | 98.6% | 78.6%+20.0pp | 79.3%+19.4pp | 71.5%+27.2pp |
| Annual return | -16.60% | -10.01%-6.6pp | -14.97%-1.6pp | 32.82%-49.4pp |
| Employer contribution / active EE | $7,416 | $2,497+197.0% | $4,232+75.2% | $2,506+196.0% |
| Participant deferral / active EE | $6,348 | $4,490+41.4% | $5,602+13.3% | $4,310+47.3% |
| Admin fee / account holder | $16 | $162-89.9% | $10,323-99.8% | $188-91.3% |