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 ADMINISTRATION5+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $36,603 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $9,132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,197 | $73,404-46.6% | $87,100-55.0% | $67,579-42.0% |
| Participation rate | 45.0% | 80.9%-35.8pp | 76.9%-31.8pp | 71.3%-26.3pp |
| Annual return | 23.00% | 48.29%-25.3pp | 28.19%-5.2pp | 378.56%-355.6pp |
| Employer contribution / active EE | $1,221 | $2,014-39.4% | $2,521-51.6% | $2,148-43.2% |
| Participant deferral / active EE | $2,033 | $3,913-48.0% | $4,049-49.8% | $3,539-42.6% |
| Admin fee / account holder | $173 | $142+21.9% | $7,497-97.7% | $142+21.3% |