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, LLC4+ years Filed as: WARREN AVERETT ASSET MANAGEMENT Service code 15 · EIN 63-1229657 600 UNIVERSITY PARK PLACE · BIRMINGHAM, AL 35209 | Recordkeeping | $38,297 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,104 | $52,953-69.6% | $172,739-90.7% | $65,185-75.3% |
| Participation rate | 88.4% | 66.2%+22.2pp | 82.6%+5.7pp | 70.2%+18.2pp |
| Annual return | 4.74% | 30.12%-25.4pp | 802.84%-798.1pp | 29.38%-24.6pp |
| Employer contribution / active EE | $1,171 | $2,190-46.5% | $5,143-77.2% | $2,177-46.2% |
| Participant deferral / active EE | $1,144 | $2,471-53.7% | $5,198-78.0% | $3,514-67.4% |
| Admin fee / account holder | $197 | $472-58.2% | $13,954-98.6% | $847-76.7% |