Filed January 30, 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 Service code 17 · EIN 63-1229657 | Pension Consulting | $11,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,731 | $82,202+66.3% | $125,339+9.1% | $64,808+111.0% |
| Participation rate | 96.3% | 77.9%+18.4pp | 82.4%+13.9pp | 71.5%+24.8pp |
| Annual return | -13.97% | 3.48%-17.5pp | 572.05%-586.0pp | 32.82%-46.8pp |
| Employer contribution / active EE | $5,256 | $3,615+45.4% | $4,814+9.2% | $2,506+109.8% |
| Participant deferral / active EE | $7,868 | $7,175+9.7% | $7,446+5.7% | $4,310+82.5% |
| Admin fee / account holder | $11 | $163-93.2% | $10,010-99.9% | $188-94.1% |