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 LLC3 years Filed as: THE WATERFORD GROUP, LLC Service code 15 · EIN 80-0675279 | Recordkeeping | $58,014 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,940 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $94,893 | $104,317-9.0% | $159,436-40.5% | $86,799+9.3% |
| Participation rate | 73.6% | 77.7%-4.1pp | 82.8%-9.2pp | 72.3%+1.3pp |
| Annual return | 35.30% | 26.32%+9.0pp | 263.57%-228.3pp | 97.91%-62.6pp |
| Employer contribution / active EE | $1,258 | $3,451-63.5% | $4,829-73.9% | $2,405-47.7% |
| Participant deferral / active EE | $7,017 | $6,837+2.6% | $7,352-4.6% | $4,131+69.9% |
| Admin fee / account holder | $77 | $172-55.3% | $10,799-99.3% | $170-54.6% |