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 Service code 99 · EIN 45-4084437 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Other Fees | $10,785 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,472 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 1 ORANGE WAY · WINDSOR, CT 06095 | Advisory (Participants) | $5,472 |
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 | $86,980 | $72,658+19.7% | $127,761-31.9% | $67,579+28.7% |
| Participation rate | 94.5% | 80.0%+14.6pp | 79.0%+15.5pp | 71.3%+23.3pp |
| Annual return | 3.92% | 26.49%-22.6pp | 26.14%-22.2pp | 378.56%-374.6pp |
| Employer contribution / active EE | $2,773 | $3,988-30.5% | $4,574-39.4% | $2,148+29.1% |
| Participant deferral / active EE | $4,537 | $5,383-15.7% | $6,021-24.6% | $3,539+28.2% |
| Admin fee / account holder | $63 | $127-50.2% | $9,395-99.3% | $142-55.5% |