See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST6 years Service code 27 | Advisory (Plan) | $28,729 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,097 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,347 | $86,944+25.8% | $107,525+1.7% | $74,304+47.2% |
| Participation rate | 94.6% | 59.6%+35.0pp | 75.1%+19.5pp | 60.3%+34.2pp |
| Annual return | 16.29% | 23.52%-7.2pp | 181.32%-165.0pp | 29.43%-13.1pp |
| Employer contribution / active EE | $2,859 | $2,757+3.7% | $3,754-23.8% | $2,241+27.6% |
| Participant deferral / active EE | $4,914 | $3,554+38.3% | $5,116-3.9% | $3,767+30.4% |
| Admin fee / account holder | $334 | $3,727-91.0% | $8,919-96.3% | $2,969-88.7% |