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, LLC2 years Service code 17 · EIN 63-1229657 | Pension Consulting | $65,115 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,432 | $82,978-9.1% | $129,995-42.0% | $71,457+5.6% |
| Participation rate | 98.0% | 74.1%+23.9pp | 78.5%+19.5pp | 67.9%+30.1pp |
| Annual return | 16.59% | 20.60%-4.0pp | -137.18%+153.8pp | 28.85%-12.3pp |
| Employer contribution / active EE | $978 | $2,622-62.7% | $4,320-77.4% | $2,588-62.2% |
| Participant deferral / active EE | $5,923 | $4,432+33.6% | $5,820+1.8% | $4,289+38.1% |
| Admin fee / account holder | $354 | $1,729-79.5% | $10,614-96.7% | $1,587-77.7% |