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, LLC6+ years Filed as: WARREN AVERETT ASSET MANAGEMENT Service code 15 · EIN 63-1229657 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Recordkeeping | $61,213 |
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.
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 | $23,765 | $100,801-76.4% | $149,696-84.1% | $73,409-67.6% |
| Participation rate | 42.3% | 77.7%-35.4pp | 82.5%-40.1pp | 72.2%-29.8pp |
| Annual return | 19.26% | 265.34%-246.1pp | 276.60%-257.3pp | 59.29%-40.0pp |
| Employer contribution / active EE | $1,119 | $3,312-66.2% | $4,644-75.9% | $2,234-49.9% |
| Participant deferral / active EE | $2,295 | $6,404-64.2% | $6,842-66.5% | $3,805-39.7% |
| Admin fee / account holder | $122 | $181-32.6% | $9,309-98.7% | $158-22.8% |