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 |
|---|---|---|
THE WATERFORD GROUP LLC1 year Service code 27 · EIN 80-0675279 | Advisory (Plan) | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,075 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,650 | $122,239-34.0% | $184,203-56.2% | $74,495+8.3% |
| Participation rate | 84.6% | 85.5%-0.9pp | 86.8%-2.2pp | 67.2%+17.4pp |
| Annual return | 20.22% | 19.95%+0.3pp | 28.81%-8.6pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $2,226 | $4,537-50.9% | $6,427-65.4% | $2,623-15.1% |
| Participant deferral / active EE | $13,743 | $7,139+92.5% | $9,131+50.5% | $4,346+216.2% |
| Admin fee / account holder | $118 | $1,260-90.6% | $13,901-99.1% | $1,942-93.9% |