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 4-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,018 |
WAVERLY ADVISORS, LLC1 year Filed as: WAVERLY ADVISORS LLC Service code 27 · EIN 63-1229657 | Advisory (Plan) | $18,208 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT BENEFIT CONSULTANTS Service code 13 · EIN 63-1239856 | Contract Administrator | $4,979 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,175 | $73,360-78.0% | $177,989-90.9% | $74,495-78.3% |
| Participation rate | 49.4% | 66.6%-17.2pp | 77.1%-27.7pp | 67.2%-17.8pp |
| Annual return | 29.59% | 17.49%+12.1pp | 294.48%-264.9pp | 1364.94%-1335.4pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,110 | $4,513-31.1% | $6,276-50.4% | $4,346-28.4% |
| Admin fee / account holder | $335 | $1,808-81.5% | $10,363-96.8% | $1,942-82.8% |