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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $67,554 |
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST NATIONAL ASSOCIATI Service code 27 · EIN 16-1486454 | Advisory (Plan) | $19,766 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,163 | $30,086-9.7% | $61,373-55.7% | $64,808-58.1% |
| Participation rate | 98.7% | 36.4%+62.3pp | 52.6%+46.1pp | 71.5%+27.2pp |
| Annual return | -20.96% | -13.99%-7.0pp | 338.61%-359.6pp | 32.82%-53.8pp |
| Employer contribution / active EE | $881 | $536+64.2% | $1,159-24.0% | $2,506-64.9% |
| Participant deferral / active EE | $2,050 | $1,126+82.1% | $2,125-3.5% | $4,310-52.4% |
| Admin fee / account holder | $264 | $148+78.5% | $2,130-87.6% | $188+40.8% |