See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST3 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $46,712 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,827 |
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 | $76,397 | $62,624+22.0% | $177,989-57.1% | $77,643-1.6% |
| Participation rate | 85.3% | 66.8%+18.4pp | 77.1%+8.2pp | 70.6%+14.7pp |
| Annual return | 12.66% | 16.16%-3.5pp | 294.48%-281.8pp | 31.24%-18.6pp |
| Employer contribution / active EE | $681 | $1,909-64.3% | $3,949-82.7% | $2,726-75.0% |
| Participant deferral / active EE | $6,434 | $4,219+52.5% | $6,276+2.5% | $4,647+38.5% |
| Admin fee / account holder | $266 | $386-31.2% | $10,363-97.4% | $430-38.3% |