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 LLC5 years Filed as: THE WATERFORD GROUP, LLC Service code 15 · EIN 80-0675279 | Recordkeeping | $85,810 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,335 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,543 | $107,459-24.1% | $135,903-40.0% | $80,160+1.7% |
| Participation rate | 71.7% | 78.0%-6.3pp | 81.9%-10.2pp | 72.9%-1.2pp |
| Annual return | 7.95% | 91.91%-84.0pp | 68.23%-60.3pp | 40.38%-32.4pp |
| Employer contribution / active EE | $1,407 | $3,877-63.7% | $4,856-71.0% | $2,978-52.7% |
| Participant deferral / active EE | $7,455 | $8,195-9.0% | $7,758-3.9% | $5,017+48.6% |
| Admin fee / account holder | $81 | $127-36.6% | $10,762-99.3% | $145-44.4% |