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 | $44,167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,489 | $54,390-31.1% | $117,039-68.0% | $69,631-46.2% |
| Participation rate | 37.0% | 58.5%-21.6pp | 77.2%-40.2pp | 70.7%-33.7pp |
| Annual return | 15.19% | 18.33%-3.1pp | 18.95%-3.8pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $654 | $1,357-51.8% | $3,785-82.7% | $2,032-67.8% |
| Participant deferral / active EE | $1,188 | $2,076-42.8% | $3,929-69.8% | $3,224-63.1% |
| Admin fee / account holder | $0 | $98-100.0% | $5,974-100.0% | $110-100.0% |