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 ADMINISTRATION6+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $34,721 |
WEINSTEIN ZUGMAN, LLC2 years Service code 10 · EIN 20-0453834 | Accounting | $9,000 |
SOUTHLAND DATA PROCESSING4 years Service code 14 · EIN 95-4729373 | Plan Administrator | $6,704 |
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 | $13,748 | $99,957-86.2% | $149,696-90.8% | $73,488-81.3% |
| Participation rate | 91.5% | 75.7%+15.8pp | 82.5%+9.1pp | 70.7%+20.9pp |
| Annual return | -55.09% | 53.87%-109.0pp | 276.60%-331.7pp | 28.51%-83.6pp |
| Employer contribution / active EE | $1,248 | $3,191-60.9% | $4,644-73.1% | $2,270-45.0% |
| Participant deferral / active EE | $4,212 | $6,073-30.6% | $6,842-38.4% | $3,740+12.6% |
| Admin fee / account holder | $231 | $551-58.1% | $9,309-97.5% | $513-55.0% |