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 3-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 ADMINISTRATION3+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $517,543 |
SLAVIC INTEGRATED ADMINISTRATION3+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $168,298 |
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 | $44,068 | $122,259-64.0% | $147,005-70.0% | $199,768-77.9% |
| Participation rate | 68.9% | 78.3%-9.4pp | 82.2%-13.3pp | 72.0%-3.2pp |
| Annual return | -31.13% | 30.58%-61.7pp | 418.76%-449.9pp | 34.26%-65.4pp |
| Employer contribution / active EE | $5,344 | $4,097+30.4% | $4,934+8.3% | $3,037+76.0% |
| Participant deferral / active EE | $11,125 | $8,504+30.8% | $8,070+37.9% | $5,090+118.6% |
| Admin fee / account holder | $369 | $179+106.3% | $13,006-97.2% | $269+37.2% |