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 4-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 MANAGEMENT Service code 15 · EIN 63-1239856 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Recordkeeping | $0 |
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 | $1,903 | $52,953-96.4% | $172,739-98.9% | $65,185-97.1% |
| Participation rate | 11.0% | 66.2%-55.2pp | 82.6%-71.6pp | 70.2%-59.2pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.84%-802.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $210 | $2,471-91.5% | $5,198-96.0% | $3,514-94.0% |
| Admin fee / account holder | $25 | $472-94.8% | $13,954-99.8% | $847-97.1% |