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 ADMINISTRATION9+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $98,916 |
SLAVIC INTEGRATED ADMINISTRATION9+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $22,922 |
Filed as: FIDUCIARY PARTNERS INV CONSULTING Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $14,246 |
Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $14,245 |
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 | $55,895 | $91,407-38.9% | $135,903-58.9% | $71,457-21.8% |
| Participation rate | 50.9% | 75.7%-24.8pp | 81.9%-31.0pp | 67.9%-17.1pp |
| Annual return | 0.09% | 29.90%-29.8pp | 68.23%-68.1pp | 28.85%-28.8pp |
| Employer contribution / active EE | $3,887 | $3,703+5.0% | $4,856-20.0% | $2,588+50.2% |
| Participant deferral / active EE | $8,426 | $7,092+18.8% | $7,758+8.6% | $4,289+96.5% |
| Admin fee / account holder | $421 | $1,266-66.7% | $10,762-96.1% | $1,587-73.5% |