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 | $57,156 |
Filed as: DELTA ASSET MANAGEMENT LLC Service code 26 · EIN 62-1855684 | Advisory (Participants) | $9,817 |
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 | $494,364 | $106,028+366.3% | $146,958+236.4% | $77,643+536.7% |
| Participation rate | 97.7% | 78.4%+19.4pp | 82.2%+15.6pp | 70.6%+27.2pp |
| Annual return | 15.22% | 56.73%-41.5pp | 418.34%-403.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $20,528 | $4,063+405.2% | $4,933+316.1% | $2,726+653.1% |
| Participant deferral / active EE | $17,551 | $7,990+119.7% | $8,070+117.5% | $4,647+277.7% |
| Admin fee / account holder | $95 | $337-71.7% | $12,998-99.3% | $430-77.8% |