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 | $46,027 |
Employer contribution per participant 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 | $29,446 | $63,442-53.6% | $68,791-57.2% | $66,914-56.0% |
| Participation rate | 71.3% | 60.0%+11.3pp | 69.0%+2.3pp | 69.8%+1.5pp |
| Annual return | -14.71% | -8.29%-6.4pp | -6.38%-8.3pp | 1.58%-16.3pp |
| Employer contribution / active EE | $225 | $1,775-87.3% | $2,655-91.5% | $2,544-91.1% |
| Participant deferral / active EE | $1,502 | $2,945-49.0% | $3,941-61.9% | $4,237-64.6% |
| Admin fee / account holder | $264 | $577-54.3% | $4,932-94.7% | $593-55.6% |