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 TRUST1 year Filed as: WILMINGTON TRUST NATIONAL ASSOCIATI Service code 27 1100 NORTH MARKET ST · WILMINGTON, DE 19801 | Advisory (Plan) | $16,144 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,587 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $171 |
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 | $54,510 | $60,488-9.9% | $109,895-50.4% | $79,386-31.3% |
| Participation rate | 75.0% | 67.0%+8.0pp | 74.2%+0.8pp | 70.7%+4.3pp |
| Annual return | 14.58% | 189.57%-175.0pp | 29.45%-14.9pp | 116.85%-102.3pp |
| Employer contribution / active EE | $673 | $1,649-59.2% | $2,842-76.3% | $2,427-72.3% |
| Participant deferral / active EE | $2,112 | $3,220-34.4% | $4,048-47.8% | $4,046-47.8% |
| Admin fee / account holder | $166 | $605-72.5% | $6,066-97.3% | $626-73.4% |