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 8-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 LLC Service code 15 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Recordkeeping | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,149 | $58,083-51.5% | $80,019-64.8% | $56,287-50.0% |
| Participation rate | 61.2% | 73.6%-12.4pp | 75.8%-14.6pp | 69.9%-8.6pp |
| Annual return | 0.00% | 34.61%-34.6pp | 11.22%-11.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $176 | $1,932-90.9% | $2,468-92.9% | $2,111-91.7% |
| Participant deferral / active EE | $923 | $3,135-70.5% | $3,686-74.9% | $3,350-72.4% |
| Admin fee / account holder | $3 | $623-99.4% | $6,521-99.9% | $521-99.3% |