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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $95,524 |
THE WATERFORD GROUP LLC3 years Filed as: THE WATERFORD GROUP Service code 27 · EIN 80-0675279 | Advisory (Plan) | $37,101 |
Filed as: CAPITAL WEALTH MANAGEMENT, LLC Service code 27 · EIN 36-4885141 | Advisory (Plan) | $25,430 |
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 | $83,639 | $106,028-21.1% | $146,958-43.1% | $77,643+7.7% |
| Participation rate | 92.8% | 78.4%+14.4pp | 82.2%+10.6pp | 70.6%+22.2pp |
| Annual return | 15.01% | 56.73%-41.7pp | 418.34%-403.3pp | 31.24%-16.2pp |
| Employer contribution / active EE | $1,791 | $4,063-55.9% | $4,933-63.7% | $2,726-34.3% |
| Participant deferral / active EE | $5,246 | $7,990-34.3% | $8,070-35.0% | $4,647+12.9% |
| Admin fee / account holder | $201 | $337-40.3% | $12,998-98.5% | $430-53.2% |