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 SUN AMERICA LIFE ASSURANCE COMP Service code 49 · EIN 86-0198983 | Other Services | $12,464 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,692 | $44,425+7.4% | $67,834-29.7% | $55,167-13.5% |
| Participation rate | 23.8% | 59.7%-36.0pp | 68.8%-45.0pp | 69.0%-45.2pp |
| Annual return | 7.22% | 17.80%-10.6pp | 138.47%-131.3pp | 169.23%-162.0pp |
| Employer contribution / active EE | $575 | $1,351-57.5% | $2,403-76.1% | $1,963-70.7% |
| Participant deferral / active EE | $1,317 | $2,166-39.2% | $3,160-58.3% | $3,054-56.9% |
| Admin fee / account holder | $58 | $530-89.1% | $4,622-98.7% | $504-88.5% |