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 ADMINISTRATION10+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $81,095 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $11,658 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,104 | $45,031-50.9% | $84,966-74.0% | $77,643-71.5% |
| Participation rate | 44.4% | 48.7%-4.3pp | 67.5%-23.1pp | 70.6%-26.2pp |
| Annual return | 21.14% | 79.22%-58.1pp | 66.38%-45.2pp | 31.24%-10.1pp |
| Employer contribution / active EE | $506 | $1,609-68.6% | $2,727-81.5% | $2,726-81.5% |
| Participant deferral / active EE | $1,634 | $2,807-41.8% | $4,519-63.8% | $4,647-64.8% |
| Admin fee / account holder | $174 | $912-80.9% | $6,149-97.2% | $430-59.6% |