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 9-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 ADMINISTRATION2+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $27,111 |
Filed as: SWBC INVESTMENT COMPANY Service code 26 9311 SAN PEDRO AVENUE, SUITE 600 · SAN ANTONIO, TX 78216 | Advisory (Participants) | $14,383 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,615 | $39,898-88.4% | $121,196-96.2% | $55,725-91.7% |
| Participation rate | 99.7% | 61.2%+38.5pp | 71.7%+28.0pp | 70.9%+28.9pp |
| Annual return | -9.77% | -0.96%-8.8pp | 16.93%-26.7pp | 244.93%-254.7pp |
| Employer contribution / active EE | $2,078 | $1,295+60.4% | $4,022-48.3% | $2,0780% |
| Participant deferral / active EE | $2,059 | $2,439-15.6% | $3,344-38.4% | $3,356-38.6% |
| Admin fee / account holder | $60 | $95-36.7% | $5,019-98.8% | $115-47.7% |