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 WATERFORD GROUP LLC2 years Service code 27 · EIN 80-0675279 | Advisory (Plan) | $46,875 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$11,804 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,577 | $101,317+41.7% | $146,958-2.3% | $74,495+92.7% |
| Participation rate | 95.5% | 75.5%+20.0pp | 82.2%+13.4pp | 67.2%+28.3pp |
| Annual return | 17.90% | 8730.91%-8713.0pp | 418.34%-400.4pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $1,937 | $3,810-49.2% | $4,933-60.7% | $2,623-26.2% |
| Participant deferral / active EE | $12,131 | $7,303+66.1% | $8,070+50.3% | $4,346+179.1% |
| Admin fee / account holder | $167 | $1,739-90.4% | $12,998-98.7% | $1,942-91.4% |