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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 4-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 TRUST1+ years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $23,359 |
SECURITIES AMERICA INC1+ years Filed as: M&T SECURITIES Service code 55 · EIN 16-1263079 | Other Commissions | $2,133 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,994 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,620 | $65,435-44.0% | $86,677-57.8% | $66,914-45.3% |
| Participation rate | 93.4% | 75.5%+17.9pp | 76.6%+16.8pp | 69.8%+23.6pp |
| Annual return | -13.52% | -10.89%-2.6pp | 35.91%-49.4pp | 1.58%-15.1pp |
| Employer contribution / active EE | $1,090 | $2,153-49.4% | $2,836-61.6% | $2,544-57.2% |
| Participant deferral / active EE | $2,949 | $4,100-28.1% | $4,656-36.6% | $4,237-30.4% |
| Admin fee / account holder | $118 | $642-81.6% | $7,493-98.4% | $593-80.1% |