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 ADMINISTRATION10+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $64,222 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $26,453 |
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 | $51,233 | $88,890-42.4% | $102,423-50.0% | $77,643-34.0% |
| Participation rate | 56.9% | 80.9%-24.1pp | 76.5%-19.6pp | 70.6%-13.7pp |
| Annual return | 12.81% | 24.98%-12.2pp | 29.32%-16.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,434 | $2,698-46.8% | $3,023-52.6% | $2,726-47.4% |
| Participant deferral / active EE | $2,542 | $5,145-50.6% | $5,053-49.7% | $4,647-45.3% |
| Admin fee / account holder | $257 | $235+9.1% | $9,451-97.3% | $430-40.3% |