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 ASSET MGMT Service code 26 · EIN 63-1229657 | Advisory (Participants) | $3,928 |
BENEFIT CONSULTANTS GROUP1+ years Filed as: WA BENEFIT CONSULTANTS, LLC Service code 15 · EIN 63-1239856 | Recordkeeping | $2,433 |
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.
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 | $9,451 | $46,745-79.8% | $60,547-84.4% | $52,331-81.9% |
| Participation rate | 33.3% | 58.6%-25.2pp | 68.0%-34.6pp | 68.1%-34.8pp |
| Annual return | -2.10% | 0.61%-2.7pp | 335.64%-337.7pp | 4.54%-6.6pp |
| Employer contribution / active EE | $563 | $1,259-55.3% | $2,419-76.7% | $1,882-70.1% |
| Participant deferral / active EE | $1,291 | $2,145-39.8% | $3,328-61.2% | $3,022-57.3% |
| Admin fee / account holder | $99 | $537-81.5% | $4,536-97.8% | $592-83.2% |