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 6-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 |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION2+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $16,624 |
LWBJ, LLP1 year Filed as: LWBJ Service code 10 4200 UNIVERISTY AVENUE, SUITE 410 · WEST DES MOINES, IA 50266 | Accounting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $0 | $58,879-100.0% | $178,490-100.0% | $73,488-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 81.9%-81.9pp | 70.7%-70.7pp |
| Annual return | 20.52% | 24.86%-4.3pp | 151.07%-130.5pp | 28.51%-8.0pp |
| Employer contribution / active EE | $2,454 | $2,236+9.7% | $5,011-51.0% | $2,270+8.1% |
| Participant deferral / active EE | $4,548 | $2,567+77.1% | $5,202-12.6% | $3,740+21.6% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |