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, LLC3 years Service code 17 · EIN 63-1229657 | Pension Consulting | $79,131 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,705 | $106,028-57.8% | $146,958-69.6% | $77,643-42.4% |
| Participation rate | 43.7% | 78.4%-34.7pp | 82.2%-38.5pp | 70.6%-26.9pp |
| Annual return | 14.96% | 56.73%-41.8pp | 418.34%-403.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,504 | $4,063-63.0% | $4,933-69.5% | $2,726-44.8% |
| Participant deferral / active EE | $2,887 | $7,990-63.9% | $8,070-64.2% | $4,647-37.9% |
| Admin fee / account holder | $196 | $337-42.0% | $12,998-98.5% | $430-54.5% |