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 year Filed as: WARREN AVERETT ASSET MANAGEMENT LLC Service code 15 · EIN 62-1229657 | Recordkeeping | $16,896 |
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 | $29,771 | $43,504-31.6% | $68,793-56.7% | $56,287-47.1% |
| Participation rate | 73.1% | 67.8%+5.2pp | 72.2%+0.8pp | 69.9%+3.2pp |
| Annual return | -3.72% | -3.15%-0.6pp | -4.63%+0.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $597 | $1,525-60.9% | $2,625-77.3% | $2,111-71.7% |
| Participant deferral / active EE | $1,296 | $2,509-48.3% | $3,311-60.9% | $3,350-61.3% |
| Admin fee / account holder | $242 | $515-53.0% | $5,131-95.3% | $521-53.5% |