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 |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION6+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $166,217 |
SLAVIC INTEGRATED ADMINISTRATION6+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $37,280 |
WEINSTEIN ZUGMAN, LLC4 years Service code 10 · EIN 20-0453834 | Accounting | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,568 | $39,948+79.2% | $89,391-19.9% | $73,409-2.5% |
| Participation rate | 72.3% | 50.4%+21.9pp | 68.0%+4.3pp | 72.2%+0.2pp |
| Annual return | 15.57% | 50.12%-34.6pp | 245.62%-230.0pp | 59.29%-43.7pp |
| Employer contribution / active EE | $3,790 | $1,200+215.9% | $2,586+46.6% | $2,234+69.7% |
| Participant deferral / active EE | $5,066 | $2,193+131.1% | $3,890+30.2% | $3,805+33.1% |
| Admin fee / account holder | $328 | $134+144.4% | $4,881-93.3% | $158+107.7% |