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 | $93,372 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP. Service code 28 · EIN 59-2749576 | Investment Management | $32,815 |
SPIRIT HUMAN RESOURCES, LLC5 years Service code 14 · EIN 47-4960461 | Plan Administrator | $26,007 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,235 | $82,202-31.6% | $125,339-55.1% | $64,808-13.2% |
| Participation rate | 44.5% | 77.9%-33.4pp | 82.4%-37.9pp | 71.5%-27.0pp |
| Annual return | -16.18% | 3.48%-19.7pp | 572.05%-588.2pp | 32.82%-49.0pp |
| Employer contribution / active EE | $2,046 | $3,615-43.4% | $4,814-57.5% | $2,506-18.3% |
| Participant deferral / active EE | $4,417 | $7,175-38.4% | $7,446-40.7% | $4,310+2.5% |
| Admin fee / account holder | $395 | $163+142.2% | $10,010-96.1% | $188+110.5% |