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 |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION5+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $47,537 |
SOUTHLAND DATA PROCESSING3 years Service code 14 · EIN 95-4729373 | Plan Administrator | $9,045 |
WEINSTEIN ZUGMAN, LLC1 year Service code 10 · EIN 20-0453834 | Accounting | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,519 | $88,122-83.5% | $141,162-89.7% | $67,579-78.5% |
| Participation rate | 65.7% | 76.5%-10.8pp | 82.5%-16.8pp | 71.3%-5.6pp |
| Annual return | 6.55% | 75.40%-68.9pp | 71.39%-64.8pp | 378.56%-372.0pp |
| Employer contribution / active EE | $1,381 | $3,224-57.2% | $4,735-70.8% | $2,148-35.7% |
| Participant deferral / active EE | $2,842 | $5,958-52.3% | $6,709-57.6% | $3,539-19.7% |
| Admin fee / account holder | $162 | $131+24.1% | $10,261-98.4% | $142+14.2% |