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 |
|---|---|---|
WARREN AVERETT, LLC5+ years Filed as: WARREN AVERETT ASSET MANAGEMENT Service code 15 · EIN 63-1229657 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Recordkeeping | $60,573 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,929 | $88,122-78.5% | $141,162-86.6% | $67,579-72.0% |
| Participation rate | 44.5% | 76.5%-32.0pp | 82.5%-38.0pp | 71.3%-26.8pp |
| Annual return | 28.95% | 75.40%-46.4pp | 71.39%-42.4pp | 378.56%-349.6pp |
| Employer contribution / active EE | $1,211 | $3,224-62.4% | $4,735-74.4% | $2,148-43.6% |
| Participant deferral / active EE | $2,428 | $5,958-59.2% | $6,709-63.8% | $3,539-31.4% |
| Admin fee / account holder | $142 | $131+8.1% | $10,261-98.6% | $142-0.5% |