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 12 · EIN 51-0383217 1407 FOULK ROAD · WILMINGTON, DE 198032755 | Direct payment from the plan; Consult... | $12,790 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,053 | $64,909-78.3% | $82,313-82.9% | $62,292-77.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.97% | 21.18%-8.2pp | 25.88%-12.9pp | 28.90%-15.9pp |
| Employer contribution / active EE | $1,914 | $1,676+14.2% | $2,428-21.2% | $2,042-6.3% |
| Participant deferral / active EE | $1,530 | $3,103-50.7% | $3,706-58.7% | $3,169-51.7% |
| Admin fee / account holder | $45 | $440-89.7% | $5,608-99.2% | $479-90.5% |