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 MANAGEMENT8+ years Filed as: AIG SUN AMERICA LIFE ASSURANCE COMP Service code 49 · EIN 86-0198983 | Other Services | $26,675 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,829 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,012 | $71,142-64.8% | $119,609-79.1% | $64,808-61.4% |
| Participation rate | 65.2% | 78.6%-13.4pp | 79.3%-14.1pp | 71.5%-6.3pp |
| Annual return | -16.21% | -10.01%-6.2pp | -14.97%-1.2pp | 32.82%-49.0pp |
| Employer contribution / active EE | $1,421 | $2,497-43.1% | $4,232-66.4% | $2,506-43.3% |
| Participant deferral / active EE | $2,876 | $4,490-35.9% | $5,602-48.7% | $4,310-33.3% |
| Admin fee / account holder | $69 | $162-57.6% | $10,323-99.3% | $188-63.4% |