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 ADMINISTRATION2+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $62,918 |
SLAVIC INTEGRATED ADMINISTRATION2+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $7,911 |
GOLDSTEIN GRAGEL LLC2+ years Filed as: GOLDSTEIN, ZUGMAN, WEINSTEIN & POOL Service code 10 · EIN 20-0453834 | Accounting | $7,500 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,847 | $30,599-18.8% | $74,583-66.7% | $57,658-56.9% |
| Participation rate | 43.9% | 49.1%-5.2pp | 68.1%-24.2pp | 70.2%-26.3pp |
| Annual return | 6.50% | 14.24%-7.7pp | 20.47%-14.0pp | 5.13%+1.4pp |
| Employer contribution / active EE | $879 | $1,000-12.1% | $2,525-65.2% | $1,974-55.5% |
| Participant deferral / active EE | $1,835 | $1,805+1.6% | $3,458-46.9% | $3,061-40.1% |
| Admin fee / account holder | $292 | $98+198.2% | $4,138-92.9% | $95+209.2% |