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 | $6,391,618 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $2,129,757 |
Service code 14 · EIN 46-2283648 | Plan Administrator | $1,291,621 |
BKS RETIREMENT SERVICES5 years Service code 26 · EIN 84-1921272 | Advisory (Participants) | $52,959 |
UHY LLP7 years Service code 10 · EIN 20-0694403 | Accounting | $29,500 |
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 | $33,271 | $106,994-68.9% | $135,903-75.5% | $96,393-65.5% |
| Participation rate | 70.2% | 72.5%-2.4pp | 81.9%-11.7pp | 71.3%-1.1pp |
| Annual return | 25.63% | 26.64%-1.0pp | 68.23%-42.6pp | 22.88%+2.8pp |
| Employer contribution / active EE | $2,516 | $3,391-25.8% | $4,856-48.2% | $3,238-22.3% |
| Participant deferral / active EE | $7,871 | $7,968-1.2% | $7,758+1.5% | $5,455+44.3% |
| Admin fee / account holder | $112 | $79+41.3% | $10,762-99.0% | $74+51.2% |