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 6-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, LLC3+ years Filed as: WARREN AVERETT ASSET MANAGEMENT Service code 15 · EIN 63-1229657 | Recordkeeping | $41,752 |
BLACK & PINCKARD LLC3+ years Filed as: BLACK & PINKARD, LLC Service code 10 · EIN 26-0079381 | Accounting | $8,078 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,411 | $64,909-57.8% | $82,313-66.7% | $62,292-56.0% |
| Participation rate | 85.4% | 74.9%+10.5pp | 76.9%+8.5pp | 69.5%+15.9pp |
| Annual return | 10.17% | 21.18%-11.0pp | 25.88%-15.7pp | 28.90%-18.7pp |
| Employer contribution / active EE | $887 | $1,676-47.1% | $2,428-63.5% | $2,042-56.6% |
| Participant deferral / active EE | $1,799 | $3,103-42.0% | $3,706-51.5% | $3,169-43.2% |
| Admin fee / account holder | $264 | $440-39.8% | $5,608-95.3% | $479-44.8% |