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 FEE COLLECTIONS Service code 16 · EIN 16-1486454 | Consulting | $69,764 |
Filed as: FIRLEY MORAN FREER AND EASSA, CPA, Service code 10 · EIN 16-1148763 | Accounting | $15,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,602 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$93,272 |
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 | $186,453 | $91,372+104.1% | $129,995+43.4% | $74,419+150.5% |
| Participation rate | 98.9% | 77.8%+21.1pp | 78.5%+20.4pp | 70.7%+28.2pp |
| Annual return | 16.71% | 23.21%-6.5pp | -137.18%+153.9pp | 34.38%-17.7pp |
| Employer contribution / active EE | $6,522 | $2,563+154.4% | $4,320+51.0% | $2,637+147.3% |
| Participant deferral / active EE | $6,667 | $4,721+41.2% | $5,820+14.6% | $4,528+47.2% |
| Admin fee / account holder | $0 | $283-99.9% | $10,614-100.0% | $348-99.9% |