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 Service code 17 · EIN 63-1229657 | Pension Consulting | $51,324 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,645 | $47,126-56.2% | $149,673-86.2% | $74,419-72.3% |
| Participation rate | 97.4% | 63.4%+34.0pp | 78.8%+18.6pp | 70.7%+26.7pp |
| Annual return | 12.07% | 22.75%-10.7pp | 134.42%-122.3pp | 34.38%-22.3pp |
| Employer contribution / active EE | $1,972 | $1,905+3.5% | $4,818-59.1% | $2,637-25.2% |
| Participant deferral / active EE | $1,945 | $2,728-28.7% | $5,680-65.8% | $4,528-57.1% |
| Admin fee / account holder | $168 | $343-50.9% | $13,210-98.7% | $348-51.6% |