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 MANAGEMENT5+ years Filed as: AIG SUN AMERICA LIFE ASSURANCE COMP Service code 49 · EIN 86-0198983 | Other Services | $17,503 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,203 |
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 | $27,340 | $69,159-60.5% | $125,175-78.2% | $67,579-59.5% |
| Participation rate | 49.6% | 78.2%-28.6pp | 79.8%-30.2pp | 71.3%-21.7pp |
| Annual return | 21.45% | 27.12%-5.7pp | 43.79%-22.3pp | 378.56%-357.1pp |
| Employer contribution / active EE | $1,074 | $2,023-46.9% | $3,865-72.2% | $2,148-50.0% |
| Participant deferral / active EE | $2,100 | $3,700-43.2% | $4,937-57.5% | $3,539-40.7% |
| Admin fee / account holder | $56 | $142-60.5% | $9,702-99.4% | $142-60.7% |