Filed July 9, 2026
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+ years Filed as: WILMINGTON TRUST FIDUCIARY SERVICES Service code 21 34 EXCHANGE PLACE · JERSEY CITY, NJ 07311 | Bank Trustee | $78,396 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 21 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Bank Trustee | $45,380 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,606 | $50,498+35.9% | $75,781-9.5% | $55,191+24.3% |
| Participation rate | 90.0% | 69.4%+20.6pp | 75.8%+14.2pp | 69.2%+20.9pp |
| Annual return | 0.03% | 1.80%-1.8pp | 9.68%-9.6pp | 10.78%-10.7pp |
| Employer contribution / active EE | $598 | $2,291-73.9% | $3,323-82.0% | $1,899-68.5% |
| Participant deferral / active EE | $4,215 | $2,589+62.8% | $3,651+15.4% | $3,046+38.4% |
| Admin fee / account holder | $381 | $123+209.5% | $5,299-92.8% | $91+319.5% |