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 9-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 TRUST1 year Filed as: WILMINGTON TRUST,NATIONAL ASSOCIATI Service code 27 | Advisory (Plan) | $14,652 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,990 |
HARPER DANESH LLC3 years Service code 13 · EIN 27-3395775 | Contract Administrator | $7,069 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NATIONAL ASSOCIA Service code 27 · EIN 16-1486154 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,567 | $56,485-65.4% | $185,823-89.5% | $86,799-77.5% |
| Participation rate | 83.3% | 65.5%+17.9pp | 81.7%+1.6pp | 72.3%+11.1pp |
| Annual return | 18.59% | 118.04%-99.4pp | 122.05%-103.5pp | 97.91%-79.3pp |
| Employer contribution / active EE | $1,225 | $1,843-33.5% | $5,167-76.3% | $2,405-49.1% |
| Participant deferral / active EE | $2,164 | $2,553-15.2% | $5,568-61.1% | $4,131-47.6% |
| Admin fee / account holder | $34 | $150-77.1% | $16,237-99.8% | $170-79.8% |