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 |
|---|---|---|
Filed as: ALDRICH RETIREMENT SOLUTIONS, LTD Service code 49 · EIN 71-0294708 | Other Services | $4,419 |
SG ADVISORS3 years Service code 99 · EIN 82-2963222 | Other Fees | $3,376 |
Service code 15 · EIN 47-0098400 | Recordkeeping | $3,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,989 | $104,475+96.2% | $159,436+28.6% | $79,386+158.2% |
| Participation rate | 62.8% | 76.6%-13.8pp | 82.8%-20.0pp | 70.7%-7.9pp |
| Annual return | 11.73% | 67.95%-56.2pp | 263.57%-251.8pp | 116.85%-105.1pp |
| Employer contribution / active EE | $4,317 | $3,417+26.3% | $4,829-10.6% | $2,427+77.8% |
| Participant deferral / active EE | $6,735 | $6,467+4.1% | $7,352-8.4% | $4,046+66.5% |
| Admin fee / account holder | $24 | $711-96.7% | $10,799-99.8% | $626-96.2% |