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 | $105,901 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $12,441 |
Filed as: SERVANT HR 401(K) RETIREMENT PLAN Service code 14 · EIN 30-0190462 | Plan Administrator | $5,785 |
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 | $35,140 | $100,801-65.1% | $149,696-76.5% | $73,409-52.1% |
| Participation rate | 53.5% | 77.7%-24.2pp | 82.5%-29.0pp | 72.2%-18.6pp |
| Annual return | 21.61% | 265.34%-243.7pp | 276.60%-255.0pp | 59.29%-37.7pp |
| Employer contribution / active EE | $1,476 | $3,312-55.4% | $4,644-68.2% | $2,234-33.9% |
| Participant deferral / active EE | $3,282 | $6,404-48.8% | $6,842-52.0% | $3,805-13.8% |
| Admin fee / account holder | $268 | $181+48.3% | $9,309-97.1% | $158+69.8% |