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 Service code 27 · EIN 51-0099033 2800 NORTH CENTRAL AVENUE, SUITE 90 · PHOENIX, AZ 85004 | Advisory (Plan) | $47,753 |
SAN DIEGO PENSION CONSULTANTS1+ years Filed as: SAN DIEGO PENSION CONSULTANTS, INC Service code 16 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Consulting | $1,450 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,768 | $36,916-32.9% | $156,549-84.2% | $57,658-57.0% |
| Participation rate | 97.6% | 63.4%+34.2pp | 84.0%+13.6pp | 70.2%+27.4pp |
| Annual return | 0.67% | 12.38%-11.7pp | 32.23%-31.6pp | 5.13%-4.5pp |
| Employer contribution / active EE | $3,199 | $1,571+103.7% | $5,501-41.9% | $1,974+62.1% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $74 | $82-10.6% | $13,027-99.4% | $95-22.0% |