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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $845 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SLC MANAGEMENT3 years Filed as: AIG SECURITIES Service code 49 1 INTERNATIONAL BLVD STE 340 · MAHWAH, NJ 07495 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $101,745 | $62,132+63.8% | $185,823-45.2% | $73,488+38.5% |
| Participation rate | 67.6% | 67.8%-0.2pp | 78.0%-10.4pp | 70.7%-3.1pp |
| Annual return | 15.77% | 20.44%-4.7pp | 35.95%-20.2pp | 28.51%-12.7pp |
| Employer contribution / active EE | $1,671 | $1,681-0.6% | $4,087-59.1% | $2,270-26.4% |
| Participant deferral / active EE | $8,019 | $3,711+116.1% | $5,632+42.4% | $3,740+114.4% |
| Admin fee / account holder | $9 | $419-97.9% | $9,500-99.9% | $513-98.2% |