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 9-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+ years Filed as: WARREN AVERETT ASSET MANAGEMENT Service code 15 · EIN 63-1229657 | Recordkeeping | $64,853 |
Annual investment return 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 | $48,952 | $81,537-40.0% | $149,718-67.3% | $69,631-29.7% |
| Participation rate | 87.8% | 86.1%+1.7pp | 87.1%+0.8pp | 70.7%+17.2pp |
| Annual return | 14.03% | 22.79%-8.8pp | 1501.63%-1487.6pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $1,703 | $3,239-47.4% | $5,445-68.7% | $2,032-16.2% |
| Participant deferral / active EE | $2,902 | $4,994-41.9% | $6,569-55.8% | $3,224-10.0% |
| Admin fee / account holder | $220 | $107+105.7% | $11,283-98.1% | $110+99.1% |