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 ADMINISTRATION9+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $48,355 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $16,867 |
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 | $44,912 | $99,078-54.7% | $96,544-53.5% | $74,419-39.6% |
| Participation rate | 55.6% | 80.7%-25.0pp | 76.0%-20.3pp | 70.7%-15.1pp |
| Annual return | 16.25% | 22.48%-6.2pp | 25.84%-9.6pp | 34.38%-18.1pp |
| Employer contribution / active EE | $1,458 | $2,570-43.3% | $2,965-50.8% | $2,637-44.7% |
| Participant deferral / active EE | $2,368 | $4,933-52.0% | $4,851-51.2% | $4,528-47.7% |
| Admin fee / account holder | $193 | $225-14.1% | $8,252-97.7% | $348-44.5% |