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 TRUST4 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $57,288 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,827 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,285 | $81,908-11.7% | $90,749-20.3% | $64,808+11.5% |
| Participation rate | 56.8% | 80.5%-23.7pp | 75.7%-18.9pp | 71.5%-14.7pp |
| Annual return | -17.67% | -12.53%-5.1pp | -12.16%-5.5pp | 32.82%-50.5pp |
| Employer contribution / active EE | $1,448 | $3,065-52.7% | $2,921-50.4% | $2,506-42.2% |
| Participant deferral / active EE | $3,400 | $4,840-29.7% | $4,564-25.5% | $4,310-21.1% |
| Admin fee / account holder | $252 | $157+60.4% | $8,445-97.0% | $188+34.2% |