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, LLC2 years Service code 17 · EIN 63-1229657 | Pension Consulting | $9,233 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,922 | $95,274+68.9% | $135,903+18.4% | $74,419+116.2% |
| Participation rate | 95.9% | 78.2%+17.7pp | 81.9%+14.0pp | 70.7%+25.2pp |
| Annual return | 17.11% | 32.77%-15.7pp | 68.23%-51.1pp | 34.38%-17.3pp |
| Employer contribution / active EE | $4,736 | $3,874+22.2% | $4,856-2.5% | $2,637+79.6% |
| Participant deferral / active EE | $8,512 | $7,782+9.4% | $7,758+9.7% | $4,528+88.0% |
| Admin fee / account holder | $8 | $266-96.8% | $10,762-99.9% | $348-97.6% |