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 MANAGEMENT10+ years Filed as: AIG SUN AMERICA LIFE ASSURANCE COMP Service code 49 · EIN 86-0198983 | Other Services | $33,554 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,577 |
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 | $71,727 | $101,317-29.2% | $146,958-51.2% | $74,495-3.7% |
| Participation rate | 95.1% | 75.5%+19.6pp | 82.2%+13.0pp | 67.2%+27.9pp |
| Annual return | 18.42% | 8730.91%-8712.5pp | 418.34%-399.9pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $2,558 | $3,810-32.9% | $4,933-48.2% | $2,623-2.5% |
| Participant deferral / active EE | $4,388 | $7,303-39.9% | $8,070-45.6% | $4,346+1.0% |
| Admin fee / account holder | $27 | $1,739-98.4% | $12,998-99.8% | $1,942-98.6% |