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 | $82,989 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP. Service code 28 · EIN 59-2749576 | Investment Management | $26,299 |
SPIRIT HUMAN RESOURCES, LLC6 years Service code 14 · EIN 47-4960461 | Plan Administrator | $21,323 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,076 | $95,274-31.7% | $135,903-52.1% | $74,419-12.6% |
| Participation rate | 52.0% | 78.2%-26.2pp | 81.9%-29.9pp | 70.7%-18.7pp |
| Annual return | -26.18% | 32.77%-59.0pp | 68.23%-94.4pp | 34.38%-60.6pp |
| Employer contribution / active EE | $2,005 | $3,874-48.2% | $4,856-58.7% | $2,637-24.0% |
| Participant deferral / active EE | $3,909 | $7,782-49.8% | $7,758-49.6% | $4,528-13.7% |
| Admin fee / account holder | $551 | $266+107.1% | $10,762-94.9% | $348+58.4% |