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 |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $56,245 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $19,476 |
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.)
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 | $44,009 | $101,317-56.6% | $146,958-70.1% | $74,495-40.9% |
| Participation rate | 58.2% | 75.5%-17.3pp | 82.2%-23.9pp | 67.2%-9.0pp |
| Annual return | 13.23% | 8730.91%-8717.7pp | 418.34%-405.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,471 | $3,810-61.4% | $4,933-70.2% | $2,623-43.9% |
| Participant deferral / active EE | $3,696 | $7,303-49.4% | $8,070-54.2% | $4,346-15.0% |
| Admin fee / account holder | $443 | $1,739-74.5% | $12,998-96.6% | $1,942-77.2% |