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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION8+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $906,197 |
SLAVIC INTEGRATED ADMINISTRATION8+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP. Service code 28 · EIN 59-2749576 | Investment Management | $421,773 |
THE S2 HR GROUP, LLC7 years Service code 14 · EIN 45-2441552 | Plan Administrator | $91,377 |
BKS RETIREMENT SERVICES2 years Service code 26 · EIN 84-1921272 | Advisory (Participants) | $22,875 |
COHNREZNICK LLP2 years Service code 10 · EIN 22-1478099 | Accounting | $22,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,079 | $90,195-55.6% | $125,339-68.0% | $89,394-55.2% |
| Participation rate | 19.4% | 72.4%-53.1pp | 82.4%-63.0pp | 71.3%-51.9pp |
| Annual return | 6.96% | -6.51%+13.5pp | 572.05%-565.1pp | -11.89%+18.9pp |
| Employer contribution / active EE | $1,056 | $3,043-65.3% | $4,814-78.1% | $3,022-65.0% |
| Participant deferral / active EE | $2,903 | $7,170-59.5% | $7,446-61.0% | $5,123-43.3% |
| Admin fee / account holder | $144 | $69+108.3% | $10,010-98.6% | $79+81.9% |