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, LLC1 year Service code 17 · EIN 63-1229657 | Pension Consulting | $55,984 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,675 | $86,655-34.6% | $119,609-52.6% | $66,914-15.3% |
| Participation rate | 95.9% | 75.6%+20.3pp | 79.3%+16.6pp | 69.8%+26.1pp |
| Annual return | -13.38% | -8.00%-5.4pp | -14.97%+1.6pp | 1.58%-15.0pp |
| Employer contribution / active EE | $3,235 | $2,536+27.6% | $4,232-23.5% | $2,544+27.2% |
| Participant deferral / active EE | $5,689 | $4,358+30.6% | $5,602+1.6% | $4,237+34.3% |
| Admin fee / account holder | $283 | $755-62.5% | $10,323-97.3% | $593-52.3% |