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 | $55,765 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP. Service code 28 · EIN 59-2749576 | Investment Management | $22,002 |
SPIRIT HUMAN RESOURCES, LLC3 years Service code 14 · EIN 47-4960461 | Plan Administrator | $17,537 |
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.
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 | $71,134 | $100,801-29.4% | $149,696-52.5% | $73,409-3.1% |
| Participation rate | 53.8% | 77.7%-23.8pp | 82.5%-28.6pp | 72.2%-18.3pp |
| Annual return | 33.49% | 265.34%-231.8pp | 276.60%-243.1pp | 59.29%-25.8pp |
| Employer contribution / active EE | $1,133 | $3,312-65.8% | $4,644-75.6% | $2,234-49.3% |
| Participant deferral / active EE | $2,602 | $6,404-59.4% | $6,842-62.0% | $3,805-31.6% |
| Admin fee / account holder | $347 | $181+91.7% | $9,309-96.3% | $158+119.5% |