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, LLC1+ years Filed as: WARREN AVERETT BENEFIT CONSULTANTS Service code 15 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Recordkeeping | $27,917 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $196,249 | $47,969+309.1% | $85,969+128.3% | $52,331+275.0% |
| Participation rate | 98.6% | 61.7%+36.9pp | 76.5%+22.1pp | 68.1%+30.5pp |
| Annual return | -2.98% | -0.13%-2.9pp | 9.32%-12.3pp | 4.54%-7.5pp |
| Employer contribution / active EE | $7,412 | $1,460+407.8% | $3,474+113.3% | $1,882+293.9% |
| Participant deferral / active EE | $9,688 | $2,110+359.1% | $3,829+153.0% | $3,022+220.6% |
| Admin fee / account holder | $159 | $530-70.1% | $6,053-97.4% | $592-73.2% |