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 ADMINISTRATION8+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $83,932 |
SLAVIC INTEGRATED ADMINISTRATION8+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $18,458 |
Filed as: FIDUCIARY PARTNERS INV CONSULTING Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $12,396 |
Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $12,396 |
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.
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 | $45,065 | $82,202-45.2% | $125,339-64.0% | $64,808-30.5% |
| Participation rate | 46.3% | 77.9%-31.5pp | 82.4%-36.0pp | 71.5%-25.1pp |
| Annual return | 9.01% | 3.48%+5.5pp | 572.05%-563.0pp | 32.82%-23.8pp |
| Employer contribution / active EE | $1,614 | $3,615-55.4% | $4,814-66.5% | $2,506-35.6% |
| Participant deferral / active EE | $3,099 | $7,175-56.8% | $7,446-58.4% | $4,310-28.1% |
| Admin fee / account holder | $299 | $163+82.9% | $10,010-97.0% | $188+59.0% |