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 |
|---|---|---|
WAVERLY ADVISORS, LLC2 years Service code 26 · EIN 63-1229657 600 UNIVERSITY PARK · BIRMINGHAM, AL 35209 | Advisory (Participants) | $29,987 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $838 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,173 | $88,581+0.7% | $145,661-38.8% | $74,304+20.0% |
| Participation rate | 88.9% | 64.9%+23.9pp | 77.2%+11.7pp | 60.3%+28.5pp |
| Annual return | 15.73% | 34.30%-18.6pp | 101.46%-85.7pp | 29.43%-13.7pp |
| Employer contribution / active EE | $1,574 | $2,612-39.8% | $4,238-62.9% | $2,241-29.8% |
| Participant deferral / active EE | $4,558 | $4,151+9.8% | $7,198-36.7% | $3,767+21.0% |
| Admin fee / account holder | $502 | $2,953-83.0% | $12,466-96.0% | $2,969-83.1% |