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 | $2,193,152 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $400,802 |
Service code 14 · EIN 46-2283648 | Plan Administrator | $74,294 |
UHY LLP3 years Service code 10 · EIN 20-0694403 | Accounting | $22,360 |
BKS RETIREMENT SERVICES1 year Service code 26 · EIN 84-1921272 | Advisory (Participants) | $18,750 |
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 | $49,864 | $81,548-38.9% | $141,162-64.7% | $89,569-44.3% |
| Participation rate | 20.4% | 64.9%-44.5pp | 82.5%-62.1pp | 69.6%-49.2pp |
| Annual return | 110.10% | 47.43%+62.7pp | 71.39%+38.7pp | 34.56%+75.5pp |
| Employer contribution / active EE | $1,184 | $2,272-47.9% | $4,735-75.0% | $2,584-54.2% |
| Participant deferral / active EE | $4,529 | $5,280-14.2% | $6,709-32.5% | $4,220+7.3% |
| Admin fee / account holder | $237 | $68+248.8% | $10,261-97.7% | $72+231.5% |