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 | $71,911 |
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 | $90,732 | $88,083+3.0% | $164,813-44.9% | $74,495+21.8% |
| Participation rate | 98.6% | 73.0%+25.6pp | 78.6%+20.0pp | 67.2%+31.4pp |
| Annual return | 12.79% | 17.26%-4.5pp | 69.93%-57.1pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,670 | $2,593+3.0% | $4,341-38.5% | $2,623+1.8% |
| Participant deferral / active EE | $7,458 | $4,498+65.8% | $6,031+23.6% | $4,346+71.6% |
| Admin fee / account holder | $411 | $2,234-81.6% | $12,690-96.8% | $1,942-78.8% |