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.
| Provider | Service type | Compensation |
|---|---|---|
THE WATERFORD GROUP LLC1+ years Service code 27 1657 EAST AVENUE · ROCHESTER, NY 14610 | Advisory (Plan) | $6,115 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,620 |
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 | $36,505 | $65,561-44.3% | $91,541-60.1% | $74,304-50.9% |
| Participation rate | 95.3% | 56.6%+38.7pp | 69.8%+25.6pp | 60.3%+35.0pp |
| Annual return | 0.00% | 17.68%-17.7pp | 20.50%-20.5pp | 29.43%-29.4pp |
| Employer contribution / active EE | $2,358 | $1,717+37.3% | $2,505-5.8% | $2,241+5.2% |
| Participant deferral / active EE | $4,269 | $2,918+46.3% | $4,008+6.5% | $3,767+13.3% |
| Admin fee / account holder | $47 | $3,333-98.6% | $6,956-99.3% | $2,969-98.4% |