Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WAVERLY ADVISORS, LLC1 year Filed as: WAVERLY ADVISORS LLC Service code 27 · EIN 63-1229657 | Advisory (Plan) | $71,172 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,559 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,551 | $106,247+29.5% | $147,096-6.5% | $77,714+77.0% |
| Participation rate | 92.1% | 78.4%+13.7pp | 82.2%+10.0pp | 70.6%+21.6pp |
| Annual return | 12.69% | 56.87%-44.2pp | 419.75%-407.1pp | 31.26%-18.6pp |
| Employer contribution / active EE | $2,676 | $4,069-34.2% | $4,936-45.8% | $2,727-1.9% |
| Participant deferral / active EE | $9,405 | $7,996+17.6% | $8,071+16.5% | $4,649+102.3% |
| Admin fee / account holder | $209 | $338-38.1% | $13,005-98.4% | $433-51.7% |