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 TRUST4 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $32,418 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,345 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,113 | $76,050-18.3% | $96,544-35.7% | $71,457-13.1% |
| Participation rate | 85.3% | 74.4%+10.9pp | 76.0%+9.3pp | 67.9%+17.3pp |
| Annual return | 17.92% | 22.81%-4.9pp | 25.84%-7.9pp | 28.85%-10.9pp |
| Employer contribution / active EE | $3,105 | $2,244+38.4% | $2,965+4.7% | $2,588+20.0% |
| Participant deferral / active EE | $6,202 | $4,215+47.1% | $4,851+27.9% | $4,289+44.6% |
| Admin fee / account holder | $90 | $2,707-96.7% | $8,252-98.9% | $1,587-94.4% |