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 Service code 17 · EIN 63-1229657 | Pension Consulting | $53,045 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,750 | $50,815-57.2% | $155,509-86.0% | $77,643-72.0% |
| Participation rate | 97.9% | 63.1%+34.8pp | 78.2%+19.7pp | 70.6%+27.4pp |
| Annual return | 17.47% | 34.80%-17.3pp | 64.67%-47.2pp | 31.24%-13.8pp |
| Employer contribution / active EE | $2,501 | $1,993+25.5% | $4,672-46.5% | $2,726-8.3% |
| Participant deferral / active EE | $2,140 | $2,822-24.2% | $5,626-62.0% | $4,647-54.0% |
| Admin fee / account holder | $139 | $437-68.1% | $15,912-99.1% | $430-67.7% |