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, LLC2 years Filed as: WARREN AVERETT LLC Service code 99 · EIN 22-2000222 | Other Fees | $13,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 71-0294708 | Advisory (Participants) | $848 |
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.
Annual investment return 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 | $84,233 | $130,194-35.3% | $169,993-50.4% | $71,457+17.9% |
| Participation rate | 79.9% | 86.1%-6.3pp | 87.0%-7.1pp | 67.9%+11.9pp |
| Annual return | 12.81% | 20.37%-7.6pp | 53.37%-40.6pp | 28.85%-16.0pp |
| Employer contribution / active EE | $719 | $4,381-83.6% | $6,785-89.4% | $2,588-72.2% |
| Participant deferral / active EE | $3,972 | $6,923-42.6% | $10,408-61.8% | $4,289-7.4% |
| Admin fee / account holder | $110 | $966-88.6% | $12,815-99.1% | $1,587-93.1% |