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 TRUST2 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $26,367 |
SECURITIES AMERICA INC7+ years Filed as: M&T SECURITIES Service code 27 · EIN 16-1263079 | Advisory (Plan) | $8,653 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,095 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,915 | $84,936+16.5% | $111,297-11.1% | $79,386+24.6% |
| Participation rate | 81.7% | 75.9%+5.8pp | 77.3%+4.4pp | 70.7%+11.0pp |
| Annual return | 16.29% | 17.45%-1.2pp | 54.65%-38.4pp | 116.85%-100.6pp |
| Employer contribution / active EE | $2,768 | $1,979+39.8% | $2,731+1.3% | $2,427+14.0% |
| Participant deferral / active EE | $5,962 | $3,888+53.3% | $4,487+32.9% | $4,046+47.4% |
| Admin fee / account holder | $252 | $537-53.0% | $7,964-96.8% | $626-59.7% |