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 |
|---|---|---|
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $17,283 |
Service code 15 · EIN 65-0608221 | Recordkeeping | $5,308 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,996 | $100,923-62.4% | $150,045-74.7% | $74,304-48.9% |
| Participation rate | 86.1% | 70.1%+16.1pp | 82.3%+3.8pp | 60.3%+25.8pp |
| Annual return | 26.24% | 51.77%-25.5pp | 62.55%-36.3pp | 29.43%-3.2pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $9,430 | $6,709+40.5% | $7,997+17.9% | $3,767+150.3% |
| Admin fee / account holder | $91 | $2,767-96.7% | $13,435-99.3% | $2,969-96.9% |