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 62-1229657 | Pension Consulting | $73,453 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,668 | $122,239+0.4% | $184,203-33.4% | $74,495+64.7% |
| Participation rate | 99.3% | 85.5%+13.8pp | 86.8%+12.5pp | 67.2%+32.1pp |
| Annual return | 15.30% | 19.95%-4.6pp | 28.81%-13.5pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $3,806 | $4,537-16.1% | $6,427-40.8% | $2,623+45.1% |
| Participant deferral / active EE | $4,763 | $7,139-33.3% | $9,131-47.8% | $4,346+9.6% |
| Admin fee / account holder | $399 | $1,260-68.3% | $13,901-97.1% | $1,942-79.4% |