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 ADMINISTRATION6+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $78,481 |
SLAVIC INTEGRATED ADMINISTRATION6+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $12,894 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,130 | $39,948-14.6% | $89,391-61.8% | $73,409-53.5% |
| Participation rate | 42.7% | 50.4%-7.7pp | 68.0%-25.3pp | 72.2%-29.5pp |
| Annual return | 14.03% | 50.12%-36.1pp | 245.62%-231.6pp | 59.29%-45.3pp |
| Employer contribution / active EE | $1,229 | $1,200+2.4% | $2,586-52.5% | $2,234-45.0% |
| Participant deferral / active EE | $2,149 | $2,193-2.0% | $3,890-44.7% | $3,805-43.5% |
| Admin fee / account holder | $312 | $134+132.4% | $4,881-93.6% | $158+97.5% |