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 TRUST5 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $15,526 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,444 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,456 | $91,407-57.9% | $135,903-71.7% | $71,457-46.2% |
| Participation rate | 47.7% | 75.7%-28.0pp | 81.9%-34.2pp | 67.9%-20.3pp |
| Annual return | 24.06% | 29.90%-5.8pp | 68.23%-44.2pp | 28.85%-4.8pp |
| Employer contribution / active EE | $1,160 | $3,703-68.7% | $4,856-76.1% | $2,588-55.2% |
| Participant deferral / active EE | $5,719 | $7,092-19.4% | $7,758-26.3% | $4,289+33.3% |
| Admin fee / account holder | $128 | $1,266-89.9% | $10,762-98.8% | $1,587-92.0% |