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) | $54,190 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,756 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,275 | $84,784+0.6% | $98,439-13.4% | $74,419+14.6% |
| Participation rate | 61.9% | 81.5%-19.6pp | 75.2%-13.2pp | 70.7%-8.8pp |
| Annual return | 19.60% | 20.59%-1.0pp | 21.16%-1.6pp | 34.38%-14.8pp |
| Employer contribution / active EE | $1,631 | $3,364-51.5% | $3,048-46.5% | $2,637-38.2% |
| Participant deferral / active EE | $3,762 | $5,218-27.9% | $4,738-20.6% | $4,528-16.9% |
| Admin fee / account holder | $233 | $204+14.0% | $8,948-97.4% | $348-33.0% |