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 | $61,545 |
SLAVIC INTEGRATED ADMINISTRATION7+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $14,766 |
Filed as: FIDUCIARY PARTNERS INV CONSULTING Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $9,442 |
Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $9,442 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,805 | $104,317-53.2% | $159,436-69.4% | $86,799-43.8% |
| Participation rate | 41.3% | 77.7%-36.4pp | 82.8%-41.5pp | 72.3%-31.0pp |
| Annual return | 28.57% | 26.32%+2.2pp | 263.57%-235.0pp | 97.91%-69.3pp |
| Employer contribution / active EE | $1,346 | $3,451-61.0% | $4,829-72.1% | $2,405-44.0% |
| Participant deferral / active EE | $2,367 | $6,837-65.4% | $7,352-67.8% | $4,131-42.7% |
| Admin fee / account holder | $288 | $172+67.0% | $10,799-97.3% | $170+69.6% |