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 TRUST3 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $34,416 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,242 | $65,435-0.3% | $86,677-24.7% | $66,914-2.5% |
| Participation rate | 90.4% | 75.5%+14.9pp | 76.6%+13.8pp | 69.8%+20.6pp |
| Annual return | -15.23% | -10.89%-4.3pp | 35.91%-51.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,955 | $2,153+37.2% | $2,836+4.2% | $2,544+16.1% |
| Participant deferral / active EE | $6,074 | $4,100+48.1% | $4,656+30.5% | $4,237+43.4% |
| Admin fee / account holder | $139 | $642-78.3% | $7,493-98.1% | $593-76.5% |