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 TRUST2+ years Service code 27 · EIN 51-0099033 2800 NORTH CENTRAL AVENUE, SUITE 90 · PHOENIX, AZ 85004 | Advisory (Plan) | $55,512 |
SAN DIEGO PENSION CONSULTANTS2+ years Filed as: SAN DIEGO PENSION CONSULTANTS, INC Service code 16 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Consulting | $46,000 |
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 | $27,598 | $46,173-40.2% | $170,442-83.8% | $69,631-60.4% |
| Participation rate | 70.4% | 63.9%+6.5pp | 83.6%-13.2pp | 70.7%-0.3pp |
| Annual return | 4.00% | 21.62%-17.6pp | 205.93%-201.9pp | 27571.02%-27567.0pp |
| Employer contribution / active EE | $3,395 | $1,610+110.9% | $5,433-37.5% | $2,032+67.0% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $182 | $116+57.3% | $13,880-98.7% | $110+65.2% |