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 | $122,186-63.9% | $146,958-70.0% | $199,593-77.9% |
| Participation rate | 68.9% | 78.3%-9.4pp | 82.2%-13.3pp | 72.0%-3.1pp |
| Annual return | -31.13% | 30.56%-61.7pp | 418.34%-449.5pp | 34.25%-65.4pp |
| Employer contribution / active EE | $5,344 | $4,093+30.6% | $4,933+8.3% | $3,034+76.1% |
| Participant deferral / active EE | $11,125 | $8,502+30.9% | $8,070+37.9% | $5,087+118.7% |
| Admin fee / account holder | $369 | $179+106.5% | $12,998-97.2% | $269+37.3% |