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 | $16,124 |
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $15,567 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,813 | $30,086-24.2% | $61,373-62.8% | $64,808-64.8% |
| Participation rate | 31.9% | 36.4%-4.5pp | 52.6%-20.7pp | 71.5%-39.5pp |
| Annual return | -16.80% | -13.99%-2.8pp | 338.61%-355.4pp | 32.82%-49.6pp |
| Employer contribution / active EE | $580 | $536+8.1% | $1,159-50.0% | $2,506-76.9% |
| Participant deferral / active EE | $959 | $1,126-14.8% | $2,125-54.9% | $4,310-77.7% |
| Admin fee / account holder | $225 | $148+51.7% | $2,130-89.4% | $188+19.7% |