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 |
|---|---|---|
SLC MANAGEMENT3+ years Filed as: AIG SUN AMERICA LIFE ASSURANCE COMP Service code 49 · EIN 86-0198983 | Other Services | $15,833 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,100 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,610 | $85,766-72.5% | $136,294-82.7% | $70,131-66.3% |
| Participation rate | 97.5% | 74.2%+23.3pp | 81.9%+15.5pp | 69.5%+27.9pp |
| Annual return | 13.90% | 31.45%-17.6pp | 5155.94%-5142.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $2,352 | $2,966-20.7% | $4,695-49.9% | $2,342+0.4% |
| Participant deferral / active EE | $4,520 | $5,051-10.5% | $6,247-27.6% | $3,332+35.7% |
| Admin fee / account holder | $6 | $5,420-99.9% | $9,243-99.9% | $4,645-99.9% |