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 LLC2 years Service code 27 · EIN 80-0675279 | Advisory (Plan) | $61,967 |
Service code 37 · EIN 04-2647786 | Loan Processing | $55,544 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,513 | $119,446-41.0% | $150,045-53.0% | $85,563-17.6% |
| Participation rate | 95.2% | 75.4%+19.7pp | 82.3%+12.8pp | 66.0%+29.2pp |
| Annual return | 24.03% | 23.72%+0.3pp | 62.55%-38.5pp | 31.51%-7.5pp |
| Employer contribution / active EE | $1,651 | $4,078-59.5% | $4,693-64.8% | $2,654-37.8% |
| Participant deferral / active EE | $8,268 | $7,985+3.5% | $7,997+3.4% | $4,375+89.0% |
| Admin fee / account holder | $171 | $548-68.8% | $13,435-98.7% | $834-79.5% |