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, LLC6+ years Filed as: WARREN AVERETT ASSET MANAGEMENT LLC Service code 15 · EIN 63-1229657 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Recordkeeping | $41,108 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,688 | $55,636-34.1% | $81,983-55.2% | $73,488-50.1% |
| Participation rate | 91.2% | 62.3%+28.9pp | 69.2%+21.9pp | 70.7%+20.5pp |
| Annual return | 12.91% | 19.07%-6.2pp | 41.31%-28.4pp | 28.51%-15.6pp |
| Employer contribution / active EE | $233 | $1,625-85.7% | $2,498-90.7% | $2,270-89.7% |
| Participant deferral / active EE | $1,473 | $2,762-46.7% | $3,722-60.4% | $3,740-60.6% |
| Admin fee / account holder | $254 | $493-48.5% | $5,664-95.5% | $513-50.6% |