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, LLC2 years Filed as: WAVERLY ADVISORS LLC Service code 27 · EIN 63-1229657 | Advisory (Plan) | $76,399 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,455 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,781 | $119,446+38.0% | $150,045+9.8% | $85,563+92.6% |
| Participation rate | 94.9% | 75.4%+19.5pp | 82.3%+12.6pp | 66.0%+28.9pp |
| Annual return | 21.75% | 23.72%-2.0pp | 62.55%-40.8pp | 31.51%-9.8pp |
| Employer contribution / active EE | $2,764 | $4,078-32.2% | $4,693-41.1% | $2,654+4.2% |
| Participant deferral / active EE | $10,051 | $7,985+25.9% | $7,997+25.7% | $4,375+129.7% |
| Admin fee / account holder | $235 | $548-57.0% | $13,435-98.2% | $834-71.8% |