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 ADMINISTRATION8+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $43,410 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $14,393 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,437 | $72,254-49.6% | $86,677-58.0% | $64,808-43.8% |
| Participation rate | 55.9% | 80.4%-24.5pp | 76.6%-20.7pp | 71.5%-15.5pp |
| Annual return | -15.49% | 392.42%-407.9pp | 35.91%-51.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,350 | $2,393-43.6% | $2,836-52.4% | $2,506-46.1% |
| Participant deferral / active EE | $2,216 | $4,658-52.4% | $4,656-52.4% | $4,310-48.6% |
| Admin fee / account holder | $175 | $174+0.7% | $7,493-97.7% | $188-6.7% |