See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WAVERLY ADVISORS, LLC3 years Service code 17 · EIN 63-1229657 | Pension Consulting | $75,465 |
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 | $27,008 | $50,982-47.0% | $154,803-82.6% | $85,563-68.4% |
| Participation rate | 99.2% | 59.8%+39.5pp | 78.1%+21.2pp | 66.0%+33.3pp |
| Annual return | 29.36% | 30.35%-1.0pp | 58.88%-29.5pp | 31.51%-2.1pp |
| Employer contribution / active EE | $2,677 | $1,708+56.7% | $4,305-37.8% | $2,654+0.9% |
| Participant deferral / active EE | $2,368 | $2,474-4.3% | $5,540-57.3% | $4,375-45.9% |
| Admin fee / account holder | $164 | $846-80.6% | $14,329-98.9% | $834-80.3% |