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 5-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 |
|---|---|---|
DELTA CAPITAL MANAGEMENT LLC3+ years Service code 26 698 N MAITLAND AVE · LONGWOOD, FL 32751 | Advisory (Participants) | $21,292 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,976 | $65,435-78.6% | $86,677-83.9% | $66,914-79.1% |
| Participation rate | 94.2% | 75.5%+18.8pp | 76.6%+17.7pp | 69.8%+24.4pp |
| Annual return | -16.67% | -10.89%-5.8pp | 35.91%-52.6pp | 1.58%-18.3pp |
| Employer contribution / active EE | $425 | $2,153-80.2% | $2,836-85.0% | $2,544-83.3% |
| Participant deferral / active EE | $2,136 | $4,100-47.9% | $4,656-54.1% | $4,237-49.6% |
| Admin fee / account holder | $163 | $642-74.6% | $7,493-97.8% | $593-72.6% |