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, LLC2+ 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.
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 | $3,058 | $58,879-94.8% | $178,490-98.3% | $73,488-95.8% |
| Participation rate | 10.1% | 66.2%-56.1pp | 81.9%-71.8pp | 70.7%-60.5pp |
| Annual return | 26.06% | 24.86%+1.2pp | 151.07%-125.0pp | 28.51%-2.4pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $167 | $2,567-93.5% | $5,202-96.8% | $3,740-95.5% |
| Admin fee / account holder | $16 | $400-95.9% | $13,984-99.9% | $513-96.8% |