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 8-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 | $1,683,945 |
Filed as: SLAVIC MUTUAL FUND MANGEMENT Service code 28 · EIN 59-2749576 | Investment Management | $646,829 |
Filed as: FIDUCIARY ALLIANCE, LLC Service code 27 511 RHETT STREET SUITE 2A · GREENVILLE, SC 29601 | Advisory (Plan) | $443,521 |
QUESTCO COMPANIES8+ years Service code 14 · EIN 81-2333797 | Plan Administrator | $110,015 |
UHY LLP5 years Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $38,438 |
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 | $37,393 | $42,127-11.2% | $84,966-56.0% | $106,382-64.9% |
| Participation rate | 58.0% | 36.6%+21.4pp | 67.5%-9.5pp | 69.9%-11.9pp |
| Annual return | 13.27% | 36.21%-22.9pp | 66.38%-53.1pp | 17.37%-4.1pp |
| Employer contribution / active EE | $1,808 | $825+119.1% | $2,727-33.7% | $3,364-46.3% |
| Participant deferral / active EE | $4,181 | $2,066+102.4% | $4,519-7.5% | $5,569-24.9% |
| Admin fee / account holder | $248 | $114+118.1% | $6,149-96.0% | $79+212.4% |