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 Service code 17 · EIN 63-1229657 | Pension Consulting | $150 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,307 | $102,553-76.3% | $151,611-84.0% | $66,914-63.7% |
| Participation rate | 76.9% | 85.5%-8.6pp | 87.5%-10.6pp | 69.8%+7.1pp |
| Annual return | -14.83% | -10.82%-4.0pp | 3.33%-18.2pp | 1.58%-16.4pp |
| Employer contribution / active EE | $2,778 | $4,180-33.6% | $6,166-55.0% | $2,544+9.2% |
| Participant deferral / active EE | $6,068 | $6,641-8.6% | $8,363-27.4% | $4,237+43.2% |
| Admin fee / account holder | $1 | $630-99.8% | $11,616-100.0% | $593-99.8% |