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 |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION1+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $75,782 |
MANAGEPOINT1+ years Service code 14 · EIN 20-8027370 | Plan Administrator | $32,513 |
SLAVIC INTEGRATED ADMINISTRATION1+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT Service code 28 · EIN 59-2749576 | Investment Management | $14,448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $29,363 | $27,330+7.4% | $67,711-56.6% | $55,191-46.8% |
| Participation rate | 41.4% | 47.5%-6.2pp | 67.5%-26.1pp | 69.2%-27.8pp |
| Annual return | 16.02% | 8.81%+7.2pp | 25.41%-9.4pp | 10.78%+5.2pp |
| Employer contribution / active EE | $915 | $855+7.0% | $2,559-64.3% | $1,899-51.8% |
| Participant deferral / active EE | $1,300 | $1,709-23.9% | $3,585-63.7% | $3,046-57.3% |
| Admin fee / account holder | $306 | $109+180.1% | $4,255-92.8% | $91+237.2% |