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 TRUST6 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $21,021 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,849 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,521 | $101,317-55.1% | $146,958-69.0% | $74,495-38.9% |
| Participation rate | 49.1% | 75.5%-26.4pp | 82.2%-33.1pp | 67.2%-18.1pp |
| Annual return | 17.84% | 8730.91%-8713.1pp | 418.34%-400.5pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $1,080 | $3,810-71.7% | $4,933-78.1% | $2,623-58.8% |
| Participant deferral / active EE | $5,673 | $7,303-22.3% | $8,070-29.7% | $4,346+30.5% |
| Admin fee / account holder | $156 | $1,739-91.0% | $12,998-98.8% | $1,942-92.0% |