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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.
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| Provider | Service type | Compensation |
|---|---|---|
WAVERLY ADVISORS, LLC3 years Service code 17 · EIN 63-1229657 | Pension Consulting | $5,481 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,971 | $79,171-72.2% | $102,423-78.5% | $74,495-70.5% |
| Participation rate | 67.9% | 74.8%-6.9pp | 76.5%-8.6pp | 67.2%+0.7pp |
| Annual return | 23.78% | 54.93%-31.2pp | 29.32%-5.5pp | 1364.94%-1341.2pp |
| Employer contribution / active EE | $1,984 | $2,362-16.0% | $3,023-34.4% | $2,623-24.4% |
| Participant deferral / active EE | $2,805 | $4,415-36.5% | $5,053-44.5% | $4,346-35.5% |
| Admin fee / account holder | $29 | $2,001-98.6% | $9,451-99.7% | $1,942-98.5% |