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 10-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 | $386,992 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $46,511 |
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 | $47,481 | $44,897+5.8% | $85,009-44.1% | $199,768-76.2% |
| Participation rate | 57.4% | 45.7%+11.6pp | 67.5%-10.2pp | 72.0%-14.7pp |
| Annual return | 106.07% | 20.96%+85.1pp | 66.47%+39.6pp | 34.26%+71.8pp |
| Employer contribution / active EE | $2,114 | $1,365+54.8% | $2,728-22.5% | $3,037-30.4% |
| Participant deferral / active EE | $4,978 | $2,668+86.6% | $4,522+10.1% | $5,090-2.2% |
| Admin fee / account holder | $259 | $584-55.7% | $6,153-95.8% | $269-3.7% |