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 VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,464 |
THE WATERFORD GROUP LLC1 year Filed as: WATERFORD GROUP LLC Service code 27 1657 EAST AVENUE · ROCHESTER, NY 14610 | Advisory (Plan) | $7,319 |
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 | $37,617 | $80,968-53.5% | $96,544-61.0% | $75,163-50.0% |
| Participation rate | 86.4% | 71.8%+14.7pp | 76.0%+10.5pp | 67.2%+19.2pp |
| Annual return | 17.21% | 27.06%-9.9pp | 25.84%-8.6pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,322 | $2,282+1.8% | $2,965-21.7% | $2,670-13.0% |
| Participant deferral / active EE | $3,858 | $3,928-1.8% | $4,851-20.5% | $4,125-6.5% |
| Admin fee / account holder | $141 | $6,724-97.9% | $8,252-98.3% | $5,651-97.5% |