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 | $41,545 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP. Service code 28 · EIN 59-2749576 | Investment Management | $13,040 |
Service code 14 · EIN 47-4960461 | Plan Administrator | $11,941 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,073 | $73,102-12.4% | $123,544-48.1% | $56,287+13.8% |
| Participation rate | 76.5% | 74.3%+2.2pp | 82.3%-5.8pp | 69.9%+6.7pp |
| Annual return | 9.79% | 3.01%+6.8pp | 119.20%-109.4pp | -9.96%+19.7pp |
| Employer contribution / active EE | $2,872 | $2,977-3.5% | $4,628-37.9% | $2,111+36.1% |
| Participant deferral / active EE | $4,204 | $5,423-22.5% | $6,426-34.6% | $3,350+25.5% |
| Admin fee / account holder | $394 | $554-28.9% | $9,284-95.8% | $521-24.4% |