See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $76,743 |
THE WATERFORD GROUP LLC2 years Filed as: THE WATERFORD GROUP Service code 27 · EIN 80-0675279 | Advisory (Plan) | $39,507 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,439 | $95,274-10.3% | $135,903-37.1% | $74,419+14.8% |
| Participation rate | 92.3% | 78.2%+14.1pp | 81.9%+10.4pp | 70.7%+21.6pp |
| Annual return | 17.74% | 32.77%-15.0pp | 68.23%-50.5pp | 34.38%-16.6pp |
| Employer contribution / active EE | $3,276 | $3,874-15.4% | $4,856-32.5% | $2,637+24.2% |
| Participant deferral / active EE | $5,081 | $7,782-34.7% | $7,758-34.5% | $4,528+12.2% |
| Admin fee / account holder | $152 | $266-42.8% | $10,762-98.6% | $348-56.2% |