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 | $64,678 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $6,825 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,588 | $39,948-3.4% | $89,391-56.8% | $73,409-47.4% |
| Participation rate | 41.5% | 50.4%-8.9pp | 68.0%-26.5pp | 72.2%-30.7pp |
| Annual return | 26.61% | 50.12%-23.5pp | 245.62%-219.0pp | 59.29%-32.7pp |
| Employer contribution / active EE | $861 | $1,200-28.2% | $2,586-66.7% | $2,234-61.4% |
| Participant deferral / active EE | $2,215 | $2,193+1.0% | $3,890-43.1% | $3,805-41.8% |
| Admin fee / account holder | $345 | $134+157.4% | $4,881-92.9% | $158+118.8% |