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 | $61,107 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $47,820 |
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 | $65,683 | $89,808-26.9% | $100,383-34.6% | $77,671-15.4% |
| Participation rate | 76.4% | 81.2%-4.8pp | 81.5%-5.1pp | 70.6%+5.9pp |
| Annual return | 21.45% | 20.62%+0.8pp | 49.26%-27.8pp | 31.21%-9.8pp |
| Employer contribution / active EE | $3,820 | $3,039+25.7% | $3,944-3.1% | $2,726+40.1% |
| Participant deferral / active EE | $9,027 | $8,284+9.0% | $8,086+11.6% | $4,648+94.2% |
| Admin fee / account holder | $244 | $174+39.8% | $7,900-96.9% | $430-43.4% |