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 5-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 |
|---|---|---|
Service code 10 · EIN 92-1789763 | Accounting | $11,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,343 |
THE WATERFORD GROUP LLC1 year Filed as: THE WATERFORD GROUP, LLC Service code 49 · EIN 80-0675279 | Other Services | $7,500 |
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 | $64,415 | $130,194-50.5% | $169,993-62.1% | $71,457-9.9% |
| Participation rate | 86.5% | 86.1%+0.4pp | 87.0%-0.5pp | 67.9%+18.6pp |
| Annual return | 25.80% | 20.37%+5.4pp | 53.37%-27.6pp | 28.85%-3.0pp |
| Employer contribution / active EE | $3,520 | $4,381-19.7% | $6,785-48.1% | $2,588+36.0% |
| Participant deferral / active EE | $13,566 | $6,923+95.9% | $10,408+30.3% | $4,289+216.3% |
| Admin fee / account holder | $156 | $966-83.9% | $12,815-98.8% | $1,587-90.2% |