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, LLC3+ years Filed as: WARREN AVERETT ASSET MANAGEMENT Service code 15 · EIN 63-1229657 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Recordkeeping | $33,773 |
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 | $22,942 | $47,977-52.2% | $154,107-85.1% | $56,287-59.2% |
| Participation rate | 90.2% | 66.2%+24.0pp | 83.0%+7.1pp | 69.9%+20.3pp |
| Annual return | 7.95% | 3.54%+4.4pp | 735.12%-727.2pp | -9.96%+17.9pp |
| Employer contribution / active EE | $1,279 | $2,169-41.0% | $5,298-75.9% | $2,111-39.4% |
| Participant deferral / active EE | $1,265 | $2,392-47.1% | $5,081-75.1% | $3,350-62.2% |
| Admin fee / account holder | $260 | $438-40.7% | $13,411-98.1% | $521-50.1% |