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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE WATERFORD GROUP LLC2 years Filed as: THE WATERFORD GROUP, LLC Service code 15 · EIN 80-0675279 | Recordkeeping | $14,137 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,821 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,431 | $58,264-52.9% | $86,612-68.3% | $71,457-61.6% |
| Participation rate | 81.9% | 65.0%+16.9pp | 71.7%+10.2pp | 67.9%+13.9pp |
| Annual return | 32.87% | 21.63%+11.2pp | 591.07%-558.2pp | 28.85%+4.0pp |
| Employer contribution / active EE | $1,447 | $2,574-43.8% | $3,022-52.1% | $2,588-44.1% |
| Participant deferral / active EE | $5,565 | $3,436+62.0% | $4,438+25.4% | $4,289+29.8% |
| Admin fee / account holder | $112 | $1,057-89.4% | $5,614-98.0% | $1,587-92.9% |