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 10-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 ADMINISTRATION1+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $31,823 |
SLAVIC INTEGRATED ADMINISTRATION1+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $8,816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,028 | $71,802-47.0% | $133,980-71.6% | $57,658-34.0% |
| Participation rate | 69.4% | 85.5%-16.1pp | 87.1%-17.6pp | 70.2%-0.8pp |
| Annual return | 7.94% | 13.51%-5.6pp | 29.30%-21.4pp | 5.13%+2.8pp |
| Employer contribution / active EE | $700 | $3,161-77.9% | $5,211-86.6% | $1,974-64.5% |
| Participant deferral / active EE | $2,636 | $4,606-42.8% | $6,282-58.0% | $3,061-13.9% |
| Admin fee / account holder | $187 | $88+113.6% | $9,324-98.0% | $95+98.1% |