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 | $67,119 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $6,215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,729 | $75,388-68.5% | $123,544-80.8% | $55,725-57.4% |
| Participation rate | 54.4% | 75.7%-21.2pp | 82.3%-27.8pp | 70.9%-16.4pp |
| Annual return | 4.15% | 4.48%-0.3pp | 119.20%-115.0pp | 244.93%-240.8pp |
| Employer contribution / active EE | $1,328 | $3,063-56.7% | $4,628-71.3% | $2,078-36.1% |
| Participant deferral / active EE | $2,961 | $5,651-47.6% | $6,426-53.9% | $3,356-11.8% |
| Admin fee / account holder | $253 | $120+111.5% | $9,284-97.3% | $115+119.9% |