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 37 · EIN 04-2647786 | Loan Processing | $28,973 |
WILMINGTON TRUST6 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $28,898 |
INSERO & CO. CPAS, LLP4 years Filed as: INSERO & CO Service code 10 · EIN 47-5324570 | Accounting | $14,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,936 | $73,360-52.4% | $177,989-80.4% | $74,495-53.1% |
| Participation rate | 83.3% | 66.6%+16.7pp | 77.1%+6.2pp | 67.2%+16.1pp |
| Annual return | 15.12% | 17.49%-2.4pp | 294.48%-279.4pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,598 | $2,216-27.9% | $3,949-59.5% | $2,623-39.1% |
| Participant deferral / active EE | $3,733 | $4,513-17.3% | $6,276-40.5% | $4,346-14.1% |
| Admin fee / account holder | $328 | $1,808-81.8% | $10,363-96.8% | $1,942-83.1% |