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 |
|---|---|---|
THE WATERFORD GROUP LLC2 years Filed as: THE WATERFORD GROUP, LLC Service code 15 · EIN 80-0675279 | Recordkeeping | $49,302 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,206 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,207 | $100,801-24.4% | $149,696-49.1% | $73,409+3.8% |
| Participation rate | 70.6% | 77.7%-7.1pp | 82.5%-11.9pp | 72.2%-1.6pp |
| Annual return | 9.40% | 265.34%-255.9pp | 276.60%-267.2pp | 59.29%-49.9pp |
| Employer contribution / active EE | $1,115 | $3,312-66.3% | $4,644-76.0% | $2,234-50.1% |
| Participant deferral / active EE | $6,127 | $6,404-4.3% | $6,842-10.5% | $3,805+61.0% |
| Admin fee / account holder | $80 | $181-55.9% | $9,309-99.1% | $158-49.6% |