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 Filed as: WARREN AVERETT ASSET MANAGEMENT LLC Service code 15 · EIN 63-1229657 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Recordkeeping | $40,856 |
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 | $31,269 | $47,922-34.8% | $75,886-58.8% | $65,185-52.0% |
| Participation rate | 90.0% | 63.0%+27.0pp | 69.3%+20.7pp | 70.2%+19.8pp |
| Annual return | 20.28% | 24.12%-3.8pp | 30.76%-10.5pp | 29.38%-9.1pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,500-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,353 | $2,550-47.0% | $3,603-62.5% | $3,514-61.5% |
| Admin fee / account holder | $248 | $532-53.3% | $5,418-95.4% | $847-70.7% |