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 9-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 Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 15 · EIN 65-0608221 | Recordkeeping | $105,861 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,280 | $80,177-54.8% | $123,892-70.7% | $57,658-37.1% |
| Participation rate | 52.3% | 74.4%-22.1pp | 81.4%-29.1pp | 70.2%-17.9pp |
| Annual return | 0.00% | 17.90%-17.9pp | 47.52%-47.5pp | 5.13%-5.1pp |
| Employer contribution / active EE | $601 | $2,913-79.4% | $4,617-87.0% | $1,974-69.6% |
| Participant deferral / active EE | $1,958 | $5,130-61.8% | $5,984-67.3% | $3,061-36.0% |
| Admin fee / account holder | $233 | $106+119.3% | $8,357-97.2% | $95+146.7% |