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, LLC2 years Filed as: WAVERLY ADVISORS Service code 17 · EIN 63-1229657 | Pension Consulting | $653 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,628 | $130,194-70.3% | $169,993-77.3% | $71,457-45.9% |
| Participation rate | 83.6% | 86.1%-2.5pp | 87.0%-3.4pp | 67.9%+15.7pp |
| Annual return | 27.69% | 20.37%+7.3pp | 53.37%-25.7pp | 28.85%-1.2pp |
| Employer contribution / active EE | $4,136 | $4,381-5.6% | $6,785-39.0% | $2,588+59.8% |
| Participant deferral / active EE | $8,599 | $6,923+24.2% | $10,408-17.4% | $4,289+100.5% |
| Admin fee / account holder | $5 | $966-99.5% | $12,815-100.0% | $1,587-99.7% |