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 |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $12,047 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $5,068 |
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.
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 | $42,957 | $62,132-30.9% | $185,823-76.9% | $73,488-41.5% |
| Participation rate | 39.7% | 67.8%-28.2pp | 78.0%-38.4pp | 70.7%-31.0pp |
| Annual return | 14.91% | 20.44%-5.5pp | 35.95%-21.0pp | 28.51%-13.6pp |
| Employer contribution / active EE | $379 | $1,681-77.4% | $4,087-90.7% | $2,270-83.3% |
| Participant deferral / active EE | $2,587 | $3,711-30.3% | $5,632-54.1% | $3,740-30.8% |
| Admin fee / account holder | $228 | $419-45.5% | $9,500-97.6% | $513-55.5% |