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 |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION5+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $31,820 |
Service code 14 · EIN 46-4631675 | Plan Administrator | $5,894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,125 | $89,652-84.2% | $141,162-90.0% | $65,185-78.3% |
| Participation rate | 18.1% | 74.7%-56.6pp | 82.5%-64.4pp | 70.2%-52.1pp |
| Annual return | 78.82% | 32.79%+46.0pp | 71.39%+7.4pp | 29.38%+49.4pp |
| Employer contribution / active EE | $768 | $3,065-74.9% | $4,735-83.8% | $2,177-64.7% |
| Participant deferral / active EE | $2,353 | $5,691-58.7% | $6,709-64.9% | $3,514-33.0% |
| Admin fee / account holder | $149 | $569-73.8% | $10,261-98.5% | $847-82.4% |