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 Filed as: WARREN AVERETT ASSET MANAGEMENT LLC Service code 15 · EIN 63-1229657 | Recordkeeping | $44,172 |
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 | $22,792 | $44,425-48.7% | $67,834-66.4% | $55,167-58.7% |
| Participation rate | 86.2% | 59.7%+26.5pp | 68.8%+17.4pp | 69.0%+17.2pp |
| Annual return | 7.66% | 17.80%-10.1pp | 138.47%-130.8pp | 169.23%-161.6pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $994 | $2,166-54.1% | $3,160-68.5% | $3,054-67.5% |
| Admin fee / account holder | $207 | $530-60.9% | $4,622-95.5% | $504-58.8% |