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 |
|---|---|---|
WILEN MANAGEMENT CO., INC.6 years Service code 28 · EIN 52-1452536 2360 WEST JOPPA ROAD · LUTHERVILLE, MD 21903 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,608 | $130,194-42.7% | $169,993-56.1% | $71,457+4.4% |
| Participation rate | 93.0% | 86.1%+6.9pp | 87.0%+6.0pp | 67.9%+25.1pp |
| Annual return | 7.64% | 20.37%-12.7pp | 53.37%-45.7pp | 28.85%-21.2pp |
| Employer contribution / active EE | $2,174 | $4,381-50.4% | $6,785-68.0% | $2,588-16.0% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $10,408-100.0% | $4,289-100.0% |
| Admin fee / account holder | $311 | $966-67.8% | $12,815-97.6% | $1,587-80.4% |