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 MANAGEMENT9+ years Filed as: AIG SUN AMERICA LIFE ASSURANCE COMP Service code 49 · EIN 86-0198983 | Other Services | $28,655 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,280 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,922 | $93,571-27.4% | $135,903-50.0% | $75,163-9.6% |
| Participation rate | 94.0% | 75.2%+18.9pp | 81.9%+12.1pp | 67.2%+26.9pp |
| Annual return | 18.52% | 30.90%-12.4pp | 68.23%-49.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,923 | $3,537-17.4% | $4,856-39.8% | $2,670+9.5% |
| Participant deferral / active EE | $6,223 | $6,404-2.8% | $7,758-19.8% | $4,125+50.9% |
| Admin fee / account holder | $11 | $6,975-99.8% | $10,762-99.9% | $5,651-99.8% |