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 ADMINISTRATION9+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $86,133 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $7,996 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,196 | $40,385-32.7% | $80,569-66.2% | $74,419-63.5% |
| Participation rate | 36.3% | 47.4%-11.1pp | 67.0%-30.7pp | 70.7%-34.4pp |
| Annual return | 11.90% | 164.85%-153.0pp | 935.43%-923.5pp | 34.38%-22.5pp |
| Employer contribution / active EE | $544 | $1,496-63.6% | $2,723-80.0% | $2,637-79.4% |
| Participant deferral / active EE | $1,655 | $2,674-38.1% | $4,447-62.8% | $4,528-63.4% |
| Admin fee / account holder | $282 | $720-60.9% | $5,377-94.8% | $348-19.0% |