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 |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION7+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $245,409 |
HUMAN RESOURCES INC7+ years Service code 14 · EIN 52-1665523 | Plan Administrator | $81,347 |
HARBOR7+ years Filed as: HARBOR INVESTMENT ADVISORY, LLC Service code 26 2330 WEST JOPPA ROAD · LUTHERVILLE, MD 21093 | Advisory (Participants) | $78,618 |
SLAVIC INTEGRATED ADMINISTRATION7+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $40,107 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,839 | $104,317-47.4% | $159,436-65.6% | $86,799-36.8% |
| Participation rate | 73.3% | 77.7%-4.4pp | 82.8%-9.5pp | 72.3%+1.0pp |
| Annual return | 25.37% | 26.32%-1.0pp | 263.57%-238.2pp | 97.91%-72.5pp |
| Employer contribution / active EE | $4,079 | $3,451+18.2% | $4,829-15.5% | $2,405+69.6% |
| Participant deferral / active EE | $4,507 | $6,837-34.1% | $7,352-38.7% | $4,131+9.1% |
| Admin fee / account holder | $327 | $172+89.8% | $10,799-97.0% | $170+92.8% |