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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping and ... | $39,444 |
WAVERLY ADVISORS, LLC1 year Filed as: WAVERLY ADVISORS Service code 27 · EIN 63-1229657 | Advisory (Plan) | $32,736 |
STRATEGIC FINANCIAL GROUP9 years Service code 27 · EIN 35-1984039 | Advisory (Plan) | $10,335 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $106,286 | $75,923+40.0% | $102,423+3.8% | - |
| Participation rate | 100.0% | 71.4%+28.6pp | 76.5%+23.5pp | - |
| Annual return | 12.68% | 15.12%-2.4pp | 29.32%-16.6pp | - |
| Employer contribution / active EE | $2,172 | $2,206-1.5% | $3,023-28.2% | - |
| Participant deferral / active EE | $8,553 | $4,258+100.9% | $5,053+69.3% | - |
| Admin fee / account holder | $160 | $11,449-98.6% | $9,451-98.3% | - |