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, LLC3 years Service code 17 · EIN 63-1229657 | Pension Consulting | $35,057 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,874 | $80,731-61.8% | $103,374-70.1% | $74,546-58.6% |
| Participation rate | 58.9% | 65.7%-6.7pp | 74.5%-15.6pp | 67.2%-8.3pp |
| Annual return | 17.96% | 27.56%-9.6pp | 24.89%-6.9pp | 1366.03%-1348.1pp |
| Employer contribution / active EE | $1,800 | $3,158-43.0% | $3,869-53.5% | $2,624-31.4% |
| Participant deferral / active EE | $4,262 | $3,860+10.4% | $5,058-15.7% | $4,347-2.0% |
| Admin fee / account holder | $180 | $2,369-92.4% | $8,394-97.9% | $1,944-90.8% |