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, LLC1 year Filed as: WAVERLY ADVISORS LLC Service code 17 · EIN 63-1229657 | Pension Consulting | $19,207 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $18,171 | $37,393-51.4% | $77,024-76.4% | $66,914-72.8% |
| Participation rate | 18.4% | 52.9%-34.4pp | 67.9%-49.5pp | 69.8%-51.4pp |
| Annual return | -14.29% | -3.29%-11.0pp | 42.32%-56.6pp | 1.58%-15.9pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $400 | $2,617-84.7% | $4,426-91.0% | $4,237-90.6% |
| Admin fee / account holder | $437 | $567-23.0% | $5,425-92.0% | $593-26.4% |