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 4-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 10 PO BOX 871 · MONTICELLO, NY 12701 | Accounting | $20,000 |
WILMINGTON TRUST2+ years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $15,549 |
Service code 13 · EIN 23-2773128 711 NORTH YORK ROAD, SUITE 200 · WILLOW GROVE, PA 19090 | Contract Administrator | $9,615 |
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 | $38,951 | $49,451-21.2% | $79,550-51.0% | $66,914-41.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | -14.45% | 84.25%-98.7pp | 0.16%-14.6pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,389 | $1,266+9.7% | $2,413-42.4% | $2,544-45.4% |
| Participant deferral / active EE | $3,670 | $3,159+16.2% | $3,985-7.9% | $4,237-13.4% |
| Admin fee / account holder | $435 | $595-26.9% | $6,832-93.6% | $593-26.7% |