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 |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $1,075,865 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $130,783 |
RESOURCING EDGE I, LLC3 years Service code 14 · EIN 46-3045894 | Plan Administrator | $91,409 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMANN MCCANN, P.C. Service code 10 · EIN 43-1947695 | Accounting | $39,400 |
GROUP PLAN SYSTEMS, LLC1 year Service code 16 ADDRESS · SAN DIEGO, CA 92123 | Consulting | $33,071 |
HILL WARD HENDERSON1 year Service code 29 101 EAST KENNEDY BOULEVARD · TAMPA, FL 33602 | Legal | $18,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $40,703 | $41,510-1.9% | $84,966-52.1% | $99,062-58.9% |
| Participation rate | 53.4% | 35.3%+18.2pp | 67.5%-14.1pp | 71.6%-18.2pp |
| Annual return | 27.03% | 17.38%+9.6pp | 66.38%-39.4pp | 17.66%+9.4pp |
| Employer contribution / active EE | $1,589 | $1,137+39.7% | $2,727-41.7% | $3,262-51.3% |
| Participant deferral / active EE | $3,934 | $2,246+75.1% | $4,519-13.0% | $5,331-26.2% |
| Admin fee / account holder | $176 | $175+0.4% | $6,149-97.1% | $109+61.5% |