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 LLC Service code 15 · EIN 63-1229657 | Recordkeeping | $57,598 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,292 | $86,332-31.3% | $125,175-52.6% | $65,185-9.0% |
| Participation rate | 95.6% | 75.3%+20.2pp | 79.8%+15.8pp | 70.2%+25.4pp |
| Annual return | 18.43% | 27.43%-9.0pp | 43.79%-25.4pp | 29.38%-11.0pp |
| Employer contribution / active EE | $3,098 | $2,040+51.9% | $3,865-19.9% | $2,177+42.3% |
| Participant deferral / active EE | $4,812 | $3,537+36.0% | $4,937-2.5% | $3,514+36.9% |
| Admin fee / account holder | $341 | $609-44.1% | $9,702-96.5% | $847-59.8% |