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 LLC7 years Filed as: THE WATERFORD GROUP, LLC Service code 15 · EIN 80-0675279 | Recordkeeping | $149,171 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,210 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $103,451 | $145,877-29.1% | $150,045-31.1% | $102,872+0.6% |
| Participation rate | 70.7% | 79.8%-9.1pp | 82.3%-11.6pp | 73.0%-2.3pp |
| Annual return | 18.60% | 21.37%-2.8pp | 62.55%-43.9pp | 19.06%-0.5pp |
| Employer contribution / active EE | $1,497 | $4,710-68.2% | $4,693-68.1% | $3,526-57.6% |
| Participant deferral / active EE | $7,607 | $9,491-19.8% | $7,997-4.9% | $5,535+37.4% |
| Admin fee / account holder | $99 | $176-43.5% | $13,435-99.3% | $292-66.0% |