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 | $16,914 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP. Service code 28 · EIN 59-2749576 | Investment Management | $5,869 |
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 | $52,137 | $104,475-50.1% | $159,436-67.3% | $79,386-34.3% |
| Participation rate | 99.3% | 76.6%+22.6pp | 82.8%+16.4pp | 70.7%+28.6pp |
| Annual return | 18.94% | 67.95%-49.0pp | 263.57%-244.6pp | 116.85%-97.9pp |
| Employer contribution / active EE | $2,082 | $3,417-39.1% | $4,829-56.9% | $2,427-14.2% |
| Participant deferral / active EE | $5,530 | $6,467-14.5% | $7,352-24.8% | $4,046+36.7% |
| Admin fee / account holder | $152 | $711-78.6% | $10,799-98.6% | $626-75.8% |