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 LLC Service code 15 · EIN 63-1229657 | Recordkeeping | $58,408 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,524 | $81,474-28.2% | $133,956-56.3% | $73,488-20.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 11.85% | 19.40%-7.6pp | 45.09%-33.2pp | 28.51%-16.7pp |
| Employer contribution / active EE | $3,280 | $2,209+48.5% | $3,919-16.3% | $2,270+44.5% |
| Participant deferral / active EE | $5,011 | $3,786+32.4% | $5,048-0.7% | $3,740+34.0% |
| Admin fee / account holder | $303 | $713-57.6% | $8,927-96.6% | $513-41.0% |