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 | $755,387 |
RESOURCING EDGE I, LLC2 years Service code 14 · EIN 46-3045894 | Plan Administrator | $89,881 |
Filed as: MAYER HOFFMANN MCCANN, P.C. Service code 10 · EIN 43-1947695 | Accounting | $65,500 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $21,101 |
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 | $35,985 | $36,020-0.1% | $80,569-55.3% | $103,482-65.2% |
| Participation rate | 48.6% | 38.5%+10.1pp | 67.0%-18.4pp | 73.3%-24.7pp |
| Annual return | 61.57% | 63.68%-2.1pp | 935.43%-873.9pp | 33.11%+28.5pp |
| Employer contribution / active EE | $1,291 | $998+29.4% | $2,723-52.6% | $3,208-59.8% |
| Participant deferral / active EE | $3,407 | $2,343+45.4% | $4,447-23.4% | $5,207-34.6% |
| Admin fee / account holder | $139 | $472-70.5% | $5,377-97.4% | $114+22.0% |