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 Service code 27 · EIN 80-0675279 | Advisory (Plan) | $35,347 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,214 |
FREED MAXICK CPAS PC3+ years Filed as: FREED MAXICK CPAS, PC Service code 10 · EIN 45-4051133 | Accounting | $9,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,894 | $52,639+10.0% | $185,117-68.7% | $62,292-7.1% |
| Participation rate | 75.2% | 63.9%+11.3pp | 77.3%-2.1pp | 69.5%+5.7pp |
| Annual return | 16.75% | 19.57%-2.8pp | 40.50%-23.7pp | 28.90%-12.1pp |
| Employer contribution / active EE | $542 | $1,483-63.4% | $4,182-87.0% | $2,042-73.5% |
| Participant deferral / active EE | $3,048 | $3,097-1.6% | $5,045-39.6% | $3,169-3.8% |
| Admin fee / account holder | $494 | $374+32.3% | $8,159-93.9% | $479+3.1% |