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, LLC6+ years Filed as: WARREN AVERETT ASSET MANAGEMENT Service code 15 · EIN 63-1229657 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Recordkeeping | $44,405 |
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 | $25,240 | $61,156-58.7% | $185,823-86.4% | $79,386-68.2% |
| Participation rate | 91.1% | 66.6%+24.5pp | 81.7%+9.4pp | 70.7%+20.4pp |
| Annual return | 32.38% | 19.45%+12.9pp | 122.05%-89.7pp | 116.85%-84.5pp |
| Employer contribution / active EE | $1,953 | $2,321-15.9% | $5,167-62.2% | $2,427-19.6% |
| Participant deferral / active EE | $1,697 | $2,789-39.2% | $5,568-69.5% | $4,046-58.1% |
| Admin fee / account holder | $210 | $710-70.3% | $16,237-98.7% | $626-66.4% |