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 9-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 37 · EIN 04-2647786 | Loan Processing | $16,251 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $15,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,486 | $30,555+16.1% | $80,716-56.0% | $86,799-59.1% |
| Participation rate | 21.4% | 37.2%-15.9pp | 54.2%-32.8pp | 72.3%-50.9pp |
| Annual return | 14.51% | 30.35%-15.8pp | 87.28%-72.8pp | 97.91%-83.4pp |
| Employer contribution / active EE | $341 | $472-27.8% | $1,160-70.6% | $2,405-85.8% |
| Participant deferral / active EE | $630 | $1,050-40.0% | $2,146-70.7% | $4,131-84.8% |
| Admin fee / account holder | $310 | $135+128.7% | $3,380-90.8% | $170+82.8% |