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, LLC5+ years Filed as: WARREN AVERETT ASSET MANAGEMENT Service code 15 · EIN 63-1229657 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Recordkeeping | $40,081 |
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 | $17,412 | $58,879-70.4% | $178,490-90.2% | $73,488-76.3% |
| Participation rate | 93.6% | 66.2%+27.3pp | 81.9%+11.6pp | 70.7%+22.9pp |
| Annual return | 5.45% | 24.86%-19.4pp | 151.07%-145.6pp | 28.51%-23.1pp |
| Employer contribution / active EE | $1,653 | $2,236-26.1% | $5,011-67.0% | $2,270-27.2% |
| Participant deferral / active EE | $1,331 | $2,567-48.2% | $5,202-74.4% | $3,740-64.4% |
| Admin fee / account holder | $189 | $400-52.9% | $13,984-98.7% | $513-63.2% |