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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $73,390 |
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $56,648 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,234 | $85,135-4.6% | $98,907-17.9% | $73,409+10.7% |
| Participation rate | 56.5% | 81.1%-24.6pp | 76.0%-19.5pp | 72.2%-15.6pp |
| Annual return | 15.28% | 19.14%-3.9pp | 196.43%-181.1pp | 59.29%-44.0pp |
| Employer contribution / active EE | $592 | $2,721-78.2% | $2,689-78.0% | $2,234-73.5% |
| Participant deferral / active EE | $3,080 | $4,349-29.2% | $4,244-27.4% | $3,805-19.1% |
| Admin fee / account holder | $307 | $139+120.8% | $6,642-95.4% | $158+94.7% |