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 | $22,461 |
WILMINGTON TRUST4 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $19,242 |
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 | $22,912 | $29,548-22.5% | $56,411-59.4% | $77,643-70.5% |
| Participation rate | 43.7% | 32.7%+11.1pp | 52.5%-8.7pp | 70.6%-26.8pp |
| Annual return | 12.65% | 19.01%-6.4pp | 1701.33%-1688.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $635 | $568+12.0% | $1,039-38.8% | $2,726-76.7% |
| Participant deferral / active EE | $1,010 | $1,061-4.8% | $1,952-48.2% | $4,647-78.3% |
| Admin fee / account holder | $187 | $1,046-82.1% | $2,829-93.4% | $430-56.4% |