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, 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,781 | $110,483+49.1% | $145,433+13.3% | $79,634+106.9% |
| Participation rate | 94.9% | 71.1%+23.8pp | 82.1%+12.8pp | 62.5%+32.4pp |
| Annual return | 21.75% | 24.62%-2.9pp | 66.58%-44.8pp | 36.46%-14.7pp |
| Employer contribution / active EE | $2,764 | $4,053-31.8% | $4,554-39.3% | $2,529+9.3% |
| Participant deferral / active EE | $10,051 | $7,216+39.3% | $7,897+27.3% | $3,835+162.1% |
| Admin fee / account holder | $235 | $680-65.4% | $13,129-98.2% | $1,002-76.5% |