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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,336 |
SLC MANAGEMENT10+ years Filed as: AIG SUN AMERICA LIFE ASSURANCE COMP Service code 49 · EIN 86-0198983 | Other Services | $32,930 |
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 | $20,316 | $89,436-77.3% | $164,813-87.7% | $77,643-73.8% |
| Participation rate | 81.9% | 78.6%+3.3pp | 78.6%+3.3pp | 70.6%+11.3pp |
| Annual return | 13.66% | 28.83%-15.2pp | 69.93%-56.3pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,497 | $2,569-41.7% | $4,341-65.5% | $2,726-45.1% |
| Participant deferral / active EE | $2,971 | $4,897-39.3% | $6,031-50.7% | $4,647-36.1% |
| Admin fee / account holder | $63 | $339-81.6% | $12,690-99.5% | $430-85.5% |