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 63-1229657 | Recordkeeping | $59,432 |
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 | $42,574 | $71,192-40.2% | $117,854-63.9% | $62,292-31.7% |
| Participation rate | 97.9% | 74.2%+23.7pp | 79.7%+18.3pp | 69.5%+28.4pp |
| Annual return | 16.98% | 18.66%-1.7pp | 335.08%-318.1pp | 28.90%-11.9pp |
| Employer contribution / active EE | $3,629 | $1,934+87.7% | $3,786-4.1% | $2,042+77.7% |
| Participant deferral / active EE | $4,788 | $3,189+50.1% | $4,482+6.8% | $3,169+51.1% |
| Admin fee / account holder | $251 | $587-57.3% | $8,020-96.9% | $479-47.7% |