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 ADMINISTRATION4+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $208,211 |
SLAVIC INTEGRATED ADMINISTRATION4+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $55,180 |
GROOM LAW GROUP1 year Service code 26 1701 PENNSYLVANIA AVENUE, N.W · WASHINGTON, DC 20006 | Advisory (Participants) | $22,806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,483 | $34,242+32.8% | $76,523-40.6% | $75,289-39.6% |
| Participation rate | 35.4% | 43.9%-8.5pp | 68.0%-32.6pp | 72.4%-37.0pp |
| Annual return | 0.06% | -0.98%+1.0pp | -0.27%+0.3pp | -0.04%+0.1pp |
| Employer contribution / active EE | $737 | $975-24.4% | $2,647-72.2% | $2,405-69.4% |
| Participant deferral / active EE | $1,637 | $1,872-12.6% | $3,835-57.3% | $3,739-56.2% |
| Admin fee / account holder | $358 | $112+219.7% | $4,848-92.6% | $102+249.7% |