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 | $4,419,463 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $1,708,883 |
Service code 14 · EIN 46-2283648 | Plan Administrator | $637,164 |
BKS RETIREMENT SERVICES4 years Service code 26 · EIN 84-1921272 | Advisory (Participants) | $46,413 |
UHY LLP6 years Service code 10 · EIN 20-0694403 | Accounting | $29,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,914 | $90,195-72.4% | $125,339-80.1% | $89,394-72.1% |
| Participation rate | 67.2% | 72.4%-5.2pp | 82.4%-15.2pp | 71.3%-4.1pp |
| Annual return | -15.37% | -6.51%-8.9pp | 572.05%-587.4pp | -11.89%-3.5pp |
| Employer contribution / active EE | $2,165 | $3,043-28.8% | $4,814-55.0% | $3,022-28.3% |
| Participant deferral / active EE | $7,154 | $7,170-0.2% | $7,446-3.9% | $5,123+39.6% |
| Admin fee / account holder | $88 | $69+27.3% | $10,010-99.1% | $79+11.1% |