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 Service code 27 · EIN 80-0675279 | Advisory (Plan) | $29,701 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,971 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,815 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,904 | $94,625+98.6% | $116,228+61.7% | $84,808+121.6% |
| Participation rate | 92.9% | 70.4%+22.4pp | 74.6%+18.3pp | 68.3%+24.5pp |
| Annual return | 15.21% | 20.40%-5.2pp | 90.06%-74.8pp | 40.90%-25.7pp |
| Employer contribution / active EE | $12,911 | $2,347+450.2% | $2,994+331.2% | $2,631+390.7% |
| Participant deferral / active EE | $19,625 | $3,972+394.1% | $4,953+296.2% | $4,212+366.0% |
| Admin fee / account holder | $152 | $10,091-98.5% | $11,989-98.7% | $7,344-97.9% |