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 TRUST7 years Filed as: WILMINGTON TRUST FEE COLLECTIONS Service code 16 · EIN 16-1486454 | Consulting | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,083 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,295 |
Filed as: FIRLEY MORAN FREER AND EASSA, CPA, Service code 10 · EIN 16-1148763 | Accounting | $17,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,086 | $108,549+100.0% | $156,263+38.9% | $85,563+153.7% |
| Participation rate | 97.2% | 77.1%+20.1pp | 78.9%+18.3pp | 66.0%+31.2pp |
| Annual return | 16.13% | 21.79%-5.7pp | 59.47%-43.3pp | 31.51%-15.4pp |
| Employer contribution / active EE | $6,899 | $2,690+156.5% | $4,333+59.2% | $2,654+160.0% |
| Participant deferral / active EE | $6,966 | $4,800+45.1% | $6,158+13.1% | $4,375+59.2% |
| Admin fee / account holder | $233 | $650-64.1% | $14,255-98.4% | $834-72.1% |