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 ADMINISTRATION7+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $57,194 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $14,179 |
Service code 14 · EIN 46-4631675 | Plan Administrator | $12,866 |
Annual investment return 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 | $23,316 | $104,475-77.7% | $159,436-85.4% | $79,386-70.6% |
| Participation rate | 71.4% | 76.6%-5.2pp | 82.8%-11.4pp | 70.7%+0.7pp |
| Annual return | 10.43% | 67.95%-57.5pp | 263.57%-253.1pp | 116.85%-106.4pp |
| Employer contribution / active EE | $1,700 | $3,417-50.2% | $4,829-64.8% | $2,427-30.0% |
| Participant deferral / active EE | $4,264 | $6,467-34.1% | $7,352-42.0% | $4,046+5.4% |
| Admin fee / account holder | $210 | $711-70.5% | $10,799-98.1% | $626-66.5% |