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 MANAGEMENT2 years Filed as: AIG RETIREMENT SERVICES Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $52,412 |
TIAA6+ years Service code 26 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Advisory (Participants) | $35,207 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 P.O. BOX 600071 · RELEIGH, NC 27675 | Advisory (Plan) | $16,026 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,993 | $84,948+229.6% | $70,449+297.4% | $73,409+281.4% |
| Participation rate | 70.9% | 79.9%-9.1pp | 75.1%-4.2pp | 72.2%-1.3pp |
| Annual return | 10.79% | 13.39%-2.6pp | 109.03%-98.2pp | 59.29%-48.5pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,737-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,709-100.0% | $3,805-100.0% |
| Admin fee / account holder | $979 | $98+898.3% | $3,845-74.5% | $158+520.4% |