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 | $203,307 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $24,971 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,253 | $46,219-49.7% | $89,391-74.0% | $90,288-74.2% |
| Participation rate | 15.5% | 44.9%-29.4pp | 68.0%-52.5pp | 73.4%-57.9pp |
| Annual return | -49.46% | 25.71%-75.2pp | 245.62%-295.1pp | 53.97%-103.4pp |
| Employer contribution / active EE | $509 | $953-46.6% | $2,586-80.3% | $2,524-79.8% |
| Participant deferral / active EE | $1,052 | $2,136-50.7% | $3,890-72.9% | $4,232-75.1% |
| Admin fee / account holder | $322 | $147+119.6% | $4,881-93.4% | $114+182.7% |