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 | $60,461 |
SLAVIC INTEGRATED ADMINISTRATION5+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $8,340 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $81,113 | $38,365+111.4% | $84,611-4.1% | $65,185+24.4% |
| Participation rate | 58.4% | 55.7%+2.8pp | 68.2%-9.8pp | 70.2%-11.8pp |
| Annual return | 20.11% | 32.00%-11.9pp | 258.74%-238.6pp | 29.38%-9.3pp |
| Employer contribution / active EE | $2,136 | $1,258+69.7% | $2,652-19.5% | $2,177-1.9% |
| Participant deferral / active EE | $4,160 | $2,278+82.6% | $3,899+6.7% | $3,514+18.4% |
| Admin fee / account holder | $447 | $451-1.0% | $4,912-90.9% | $847-47.3% |