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, LLC2+ years Filed as: WARREN AVERETT ASSET MANAGEMENT LLC Service code 15 · EIN 63-1229657 | Recordkeeping | $53,863 |
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 | $31,882 | $63,924-50.1% | $108,579-70.6% | $55,167-42.2% |
| Participation rate | 99.5% | 74.3%+25.1pp | 79.6%+19.9pp | 69.0%+30.5pp |
| Annual return | 8.36% | 15.31%-7.0pp | -51.70%+60.1pp | 169.23%-160.9pp |
| Employer contribution / active EE | $2,755 | $1,879+46.6% | $3,758-26.7% | $1,963+40.4% |
| Participant deferral / active EE | $3,455 | $3,067+12.7% | $4,311-19.8% | $3,054+13.1% |
| Admin fee / account holder | $207 | $618-66.5% | $7,645-97.3% | $504-58.9% |