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 ADMINISTRATION4+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $641,292 |
SLAVIC INTEGRATED ADMINISTRATION4+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP. Service code 28 · EIN 59-2749576 | Investment Management | $156,498 |
THE S2 HR GROUP, LLC3 years Service code 14 · EIN 45-2441552 | Plan Administrator | $69,082 |
GROOM LAW GROUP1 year Service code 29 1701 PENNSYLVANIA AVE NW · WASHINGTON, DC 20006 | Legal | $52,903 |
WEINSTEIN ZUGMAN, LLC1 year Service code 10 · EIN 20-0453834 | Accounting | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,641 | $83,812-71.8% | $123,544-80.9% | $68,904-65.7% |
| Participation rate | 36.5% | 77.0%-40.5pp | 82.3%-45.8pp | 74.1%-37.6pp |
| Annual return | 8.25% | 0.60%+7.7pp | 119.20%-110.9pp | 1.07%+7.2pp |
| Employer contribution / active EE | $658 | $2,924-77.5% | $4,628-85.8% | $2,540-74.1% |
| Participant deferral / active EE | $1,838 | $5,609-67.2% | $6,426-71.4% | $4,015-54.2% |
| Admin fee / account holder | $164 | $65+152.3% | $9,284-98.2% | $71+129.6% |