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, LLC7 years Service code 99 · EIN 45-4084437 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Other Fees | $23,575 |
MURFEE MEADOWS, INC.9+ years Service code 49 · EIN 63-1086621 120 OFFICE PARK DRIVE · BIRMINGHAM, AL 35223 | Other Services | $21,097 |
Service code 99 · EIN 26-4311657 | Other Fees | $20,591 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 1 ORANGE WAY · WINDSOR, CT 06095 | Advisory (Participants) | $17,460 |
MORNINGSTAR7 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,064 |
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 | $90,876 | $96,486-5.8% | $153,485-40.8% | $77,643+17.0% |
| Participation rate | 93.4% | 81.6%+11.8pp | 77.1%+16.3pp | 70.6%+22.8pp |
| Annual return | 16.80% | 14.44%+2.4pp | 15.65%+1.1pp | 31.24%-14.4pp |
| Employer contribution / active EE | $3,145 | $5,224-39.8% | $5,039-37.6% | $2,726+15.4% |
| Participant deferral / active EE | $5,131 | $6,609-22.4% | $6,757-24.1% | $4,647+10.4% |
| Admin fee / account holder | $391 | $182+114.0% | $12,724-96.9% | $430-9.3% |