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 27 · EIN 16-1486454 | Advisory (Plan) | $13,415 |
Service code 37 · EIN 04-2647786 | Loan Processing | $745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,631 | $99,957-59.4% | $149,696-72.9% | $73,488-44.7% |
| Participation rate | 38.7% | 75.7%-37.0pp | 82.5%-43.7pp | 70.7%-31.9pp |
| Annual return | 17.01% | 53.87%-36.9pp | 276.60%-259.6pp | 28.51%-11.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,158 | $6,073-15.1% | $6,842-24.6% | $3,740+37.9% |
| Admin fee / account holder | $176 | $551-68.0% | $9,309-98.1% | $513-65.7% |