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 LLC Service code 15 · EIN 62-1229657 | Recordkeeping | $56,798 |
MERCER2 years Filed as: MERCER CAPITAL Service code 34 5100 POPLAR STREET · MEMPHIS, TN 38137 | Valuation (appraisals, etc.) | $8,640 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,318 | $89,739-19.4% | $149,718-51.7% | $62,292+16.1% |
| Participation rate | 98.7% | 85.1%+13.6pp | 87.1%+11.6pp | 69.5%+29.2pp |
| Annual return | 12.41% | 21.01%-8.6pp | 1501.63%-1489.2pp | 28.90%-16.5pp |
| Employer contribution / active EE | $3,177 | $3,233-1.7% | $5,445-41.7% | $2,042+55.5% |
| Participant deferral / active EE | $3,553 | $4,797-25.9% | $6,569-45.9% | $3,169+12.1% |
| Admin fee / account holder | $393 | $551-28.6% | $11,283-96.5% | $479-17.9% |