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 NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $40,575 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,034 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,488 | $71,883+146.9% | $86,677+104.8% | $68,494+159.1% |
| Participation rate | 94.0% | 72.2%+21.7pp | 76.6%+17.4pp | 67.9%+26.1pp |
| Annual return | -12.23% | 3.52%-15.8pp | 35.91%-48.1pp | -7.84%-4.4pp |
| Employer contribution / active EE | $6,403 | $2,173+194.7% | $2,836+125.7% | $2,596+146.6% |
| Participant deferral / active EE | $7,427 | $3,779+96.6% | $4,656+59.5% | $4,027+84.4% |
| Admin fee / account holder | $677 | $6,112-88.9% | $7,493-91.0% | $5,403-87.5% |