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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,792 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
SLC MANAGEMENT1 year Filed as: AIG SECURITIES Service code 49 1 INTERNATIONAL BLVD · MAHWAH, NJ 07495 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $60,378 | $48,576+24.3% | $169,463-64.4% | $56,287+7.3% |
| Participation rate | 62.4% | 65.8%-3.4pp | 77.8%-15.4pp | 69.9%-7.5pp |
| Annual return | -6.92% | -2.51%-4.4pp | 1.83%-8.8pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,595 | $1,559+2.3% | $4,159-61.7% | $2,111-24.5% |
| Participant deferral / active EE | $7,022 | $3,275+114.4% | $5,277+33.1% | $3,350+109.6% |
| Admin fee / account holder | $21 | $435-95.3% | $9,109-99.8% | $521-96.0% |