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 ADMINISTRATION5+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $19,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,911 | $86,332-63.0% | $125,175-74.5% | $65,185-51.0% |
| Participation rate | 69.4% | 75.3%-5.9pp | 79.8%-10.4pp | 70.2%-0.8pp |
| Annual return | 22.14% | 27.43%-5.3pp | 43.79%-21.6pp | 29.38%-7.2pp |
| Employer contribution / active EE | $978 | $2,040-52.1% | $3,865-74.7% | $2,177-55.1% |
| Participant deferral / active EE | $1,694 | $3,537-52.1% | $4,937-65.7% | $3,514-51.8% |
| Admin fee / account holder | $189 | $609-69.0% | $9,702-98.1% | $847-77.7% |