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 year Filed as: WARREN AVERETT LLC Service code 99 · EIN 22-2000222 | Other Fees | $12,000 |
MORRIS AND MARTIN LLP2 years Service code 99 · EIN 58-1418696 | Other Fees | $400 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $286 |
Filed as: PRECISION PLAN ADMINISTRATION LLC Service code 49 PO BOX 9575 · WARNER ROBINS, GA 31095 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,236 | $102,553-20.8% | $151,611-46.4% | $66,914+21.4% |
| Participation rate | 82.2% | 85.5%-3.3pp | 87.5%-5.3pp | 69.8%+12.4pp |
| Annual return | -7.22% | -10.82%+3.6pp | 3.33%-10.6pp | 1.58%-8.8pp |
| Employer contribution / active EE | $761 | $4,180-81.8% | $6,166-87.7% | $2,544-70.1% |
| Participant deferral / active EE | $3,871 | $6,641-41.7% | $8,363-53.7% | $4,237-8.6% |
| Admin fee / account holder | $95 | $630-84.9% | $11,616-99.2% | $593-83.9% |