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 ADMINISTRATION7+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $76,157 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $6,175 |
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 | $40,702 | $41,647-2.3% | $96,139-57.7% | $86,799-53.1% |
| Participation rate | 33.6% | 50.2%-16.6pp | 68.4%-34.8pp | 72.3%-38.7pp |
| Annual return | 10.60% | 27.24%-16.6pp | 191.94%-181.3pp | 97.91%-87.3pp |
| Employer contribution / active EE | $684 | $1,318-48.1% | $2,797-75.6% | $2,405-71.6% |
| Participant deferral / active EE | $1,786 | $2,412-26.0% | $4,349-58.9% | $4,131-56.8% |
| Admin fee / account holder | $376 | $169+121.9% | $5,537-93.2% | $170+121.7% |