See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC4 years Service code 10 · EIN 45-4084437 | Accounting | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $638 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,604 | $80,673+80.5% | $101,326+43.7% | $84,808+71.7% |
| Participation rate | 88.1% | 77.8%+10.3pp | 81.5%+6.6pp | 68.3%+19.7pp |
| Annual return | 16.90% | 38.95%-22.1pp | 36.82%-19.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,635 | $2,698-39.4% | $3,665-55.4% | $2,631-37.9% |
| Participant deferral / active EE | $10,049 | $6,840+46.9% | $7,994+25.7% | $4,212+138.6% |
| Admin fee / account holder | $111 | $12,784-99.1% | $11,185-99.0% | $7,344-98.5% |