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 62-1229657 | Pension Consulting | $28,026 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,534 | $50,199-21.2% | $70,092-43.6% | $66,914-40.9% |
| Participation rate | 53.5% | 66.3%-12.8pp | 70.5%-16.9pp | 69.8%-16.3pp |
| Annual return | -10.71% | -13.85%+3.1pp | 190.73%-201.4pp | 1.58%-12.3pp |
| Employer contribution / active EE | $615 | $1,864-67.0% | $2,559-76.0% | $2,544-75.8% |
| Participant deferral / active EE | $1,322 | $3,112-57.5% | $3,849-65.6% | $4,237-68.8% |
| Admin fee / account holder | $369 | $600-38.5% | $6,267-94.1% | $593-37.8% |