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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,673 |
DELTA ASSET MANAGEMENT, LLC2 years Filed as: DELTA ASSET MANAGEMENT LLC Service code 26 · EIN 62-1855684 | Advisory (Participants) | $13,818 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $549,172 | $119,446+359.8% | $150,045+266.0% | $85,563+541.8% |
| Participation rate | 98.6% | 75.4%+23.2pp | 82.3%+16.3pp | 66.0%+32.6pp |
| Annual return | 17.23% | 23.72%-6.5pp | 62.55%-45.3pp | 31.51%-14.3pp |
| Employer contribution / active EE | $20,214 | $4,078+395.7% | $4,693+330.7% | $2,654+661.8% |
| Participant deferral / active EE | $17,668 | $7,985+121.3% | $7,997+120.9% | $4,375+303.8% |
| Admin fee / account holder | $101 | $548-81.6% | $13,435-99.3% | $834-87.9% |