Filed December 19, 2018
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 10-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 |
|---|---|---|
WAVERLY ADVISORS, LLC1 year Filed as: WAVERLY ADVISORS LLC Service code 27 · EIN 63-1229657 | Advisory (Plan) | $47,219 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,247 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,798 | $106,110+5.4% | $147,005-23.9% | $77,671+43.9% |
| Participation rate | 99.1% | 78.4%+20.7pp | 82.2%+16.9pp | 70.6%+28.5pp |
| Annual return | 15.04% | 56.77%-41.7pp | 418.76%-403.7pp | 31.21%-16.2pp |
| Employer contribution / active EE | $8,011 | $4,065+97.1% | $4,934+62.4% | $2,726+193.8% |
| Participant deferral / active EE | $11,310 | $7,992+41.5% | $8,070+40.1% | $4,648+143.3% |
| Admin fee / account holder | $197 | $338-41.6% | $13,006-98.5% | $430-54.2% |