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, LLC1+ years Filed as: WARREN AVERETT ASSET MANAGEMENT LLC Service code 26 · EIN 63-1229657 | Advisory (Participants) | $37,601 |
BENEFIT CONSULTANTS GROUP1+ years Filed as: W.A. BENEFIT CONSULTANTS LLC Service code 15 · EIN 63-1239856 | Recordkeeping | $3,980 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,728 | $46,745-57.8% | $60,547-67.4% | $52,331-62.3% |
| Participation rate | 98.5% | 58.6%+39.9pp | 68.0%+30.6pp | 68.1%+30.4pp |
| Annual return | -3.97% | 0.61%-4.6pp | 335.64%-339.6pp | 4.54%-8.5pp |
| Employer contribution / active EE | $371 | $1,259-70.5% | $2,419-84.7% | $1,882-80.3% |
| Participant deferral / active EE | $1,036 | $2,145-51.7% | $3,328-68.9% | $3,022-65.7% |
| Admin fee / account holder | $169 | $537-68.5% | $4,536-96.3% | $592-71.4% |