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 63-1229657 | Pension Consulting | $54,594 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,895 | $79,184-34.5% | $102,438-49.3% | $74,546-30.4% |
| Participation rate | 81.1% | 74.8%+6.4pp | 76.5%+4.6pp | 67.2%+13.9pp |
| Annual return | 22.21% | 54.95%-32.7pp | 29.37%-7.2pp | 1366.03%-1343.8pp |
| Employer contribution / active EE | $1,463 | $2,362-38.1% | $3,024-51.6% | $2,624-44.3% |
| Participant deferral / active EE | $1,929 | $4,414-56.3% | $5,054-61.8% | $4,347-55.6% |
| Admin fee / account holder | $535 | $2,001-73.3% | $9,448-94.3% | $1,944-72.5% |