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 ADMINISTRATION7+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $41,890 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $13,896 |
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 | $40,463 | $185,342-78.2% | $111,297-63.6% | $86,799-53.4% |
| Participation rate | 57.7% | 81.0%-23.3pp | 77.3%-19.7pp | 72.3%-14.6pp |
| Annual return | 14.56% | 500.80%-486.2pp | 54.65%-40.1pp | 97.91%-83.3pp |
| Employer contribution / active EE | $1,258 | $2,246-44.0% | $2,731-53.9% | $2,405-47.7% |
| Participant deferral / active EE | $2,131 | $4,458-52.2% | $4,487-52.5% | $4,131-48.4% |
| Admin fee / account holder | $167 | $255-34.6% | $7,964-97.9% | $170-1.5% |