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 MANAGEMENT1 year Filed as: AIG RETIREMENT SERVICES Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $53,066 |
TIAA5+ years Service code 26 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Advisory (Participants) | $31,788 |
Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 P.O. BOX 600071 · RELEIGH, NC 27675 | Advisory (Plan) | $15,129 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $256,619 | $95,542+168.6% | $69,455+269.5% | $67,579+279.7% |
| Participation rate | 65.2% | 79.4%-14.1pp | 74.6%-9.4pp | 71.3%-6.1pp |
| Annual return | 13.96% | 17.67%-3.7pp | 28.97%-15.0pp | 378.56%-364.6pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,779-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,535-100.0% | $3,539-100.0% |
| Admin fee / account holder | $928 | $90+933.6% | $3,839-75.8% | $142+552.5% |