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 8-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 LLC3 years Filed as: THE WATERFORD GROUP, LLC Service code 15 · EIN 80-0675279 | Recordkeeping | $25,221 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,035 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,565 | $52,406+17.5% | $129,207-52.4% | $74,495-17.4% |
| Participation rate | 64.1% | 53.8%+10.3pp | 69.6%-5.5pp | 67.2%-3.1pp |
| Annual return | 12.93% | 15.66%-2.7pp | 9417.33%-9404.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,860 | $1,531+21.5% | $4,153-55.2% | $2,623-29.1% |
| Participant deferral / active EE | $2,855 | $2,794+2.2% | $4,168-31.5% | $4,346-34.3% |
| Admin fee / account holder | $139 | $2,633-94.7% | $7,715-98.2% | $1,942-92.8% |