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 TRUST2 years Filed as: WILMINGTON TRUST NATIONAL ASSOC. Service code 26 · EIN 16-1486454 1100 NORTH MARKET STREET · WILMINGTON, DE 19801 | Advisory (Participants) | $21,686 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 31-4156830 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,214 |
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 | $76,257 | $79,171-3.7% | $102,423-25.5% | $74,495+2.4% |
| Participation rate | 98.7% | 74.8%+23.9pp | 76.5%+22.2pp | 67.2%+31.5pp |
| Annual return | 16.45% | 54.93%-38.5pp | 29.32%-12.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $2,218 | $2,362-6.1% | $3,023-26.6% | $2,623-15.4% |
| Participant deferral / active EE | $3,874 | $4,415-12.3% | $5,053-23.3% | $4,346-10.9% |
| Admin fee / account holder | $365 | $2,001-81.7% | $9,451-96.1% | $1,942-81.2% |