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 MANAGEMENT4+ years Filed as: AIG SUN AMERICA LIFE ASSURANCE COMP Service code 49 · EIN 86-0198983 | Other Services | $15,006 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,624 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,934 | $62,267-61.6% | $110,238-78.3% | $55,725-57.0% |
| Participation rate | 45.3% | 78.1%-32.8pp | 79.8%-34.5pp | 70.9%-25.5pp |
| Annual return | 0.21% | -1.07%+1.3pp | 314.74%-314.5pp | 244.93%-244.7pp |
| Employer contribution / active EE | $1,073 | $1,941-44.8% | $3,826-72.0% | $2,078-48.4% |
| Participant deferral / active EE | $2,066 | $3,516-41.2% | $4,672-55.8% | $3,356-38.4% |
| Admin fee / account holder | $36 | $121-69.9% | $8,547-99.6% | $115-68.4% |