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 Service code 99 · EIN 45-4084437 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Other Fees | $43,132 |
MURFEE MEADOWS, INC.7+ years Service code 49 · EIN 63-1086621 120 OFFICE PARK DRIVE · BIRMINGHAM, AL 35223 | Other Services | $23,894 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $10,107 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 1 ORANGE WAY · WINDSOR, CT 06095 | Advisory (Participants) | $10,107 |
Service code 99 · EIN 26-4311657 | Other Fees | $5,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,748 | $72,482+21.1% | $129,110-32.0% | $64,808+35.4% |
| Participation rate | 92.2% | 79.2%+13.0pp | 77.3%+14.9pp | 71.5%+20.7pp |
| Annual return | 4.22% | -9.08%+13.3pp | -10.94%+15.2pp | 32.82%-28.6pp |
| Employer contribution / active EE | $3,019 | $4,247-28.9% | $5,052-40.2% | $2,506+20.5% |
| Participant deferral / active EE | $4,860 | $5,679-14.4% | $6,542-25.7% | $4,310+12.7% |
| Admin fee / account holder | $395 | $144+173.9% | $14,302-97.2% | $188+110.4% |