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 | $17,766 |
WILMINGTON TRUST3 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $15,849 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,959 | $26,114-23.6% | $58,482-65.9% | $74,419-73.2% |
| Participation rate | 37.1% | 32.1%+4.9pp | 50.9%-13.8pp | 70.7%-33.7pp |
| Annual return | 21.28% | 32.51%-11.2pp | 4239.32%-4218.0pp | 34.38%-13.1pp |
| Employer contribution / active EE | $719 | $536+34.2% | $1,053-31.8% | $2,637-72.7% |
| Participant deferral / active EE | $978 | $1,075-9.0% | $1,924-49.1% | $4,528-78.4% |
| Admin fee / account holder | $161 | $649-75.2% | $2,516-93.6% | $348-53.7% |