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 ADMINISTRATION6+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $62,370 |
SLAVIC INTEGRATED ADMINISTRATION6+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $9,499 |
SUNTRUST BANKS, INC.1 year Filed as: SCOTT SKIBBIE, INC. Service code 10 · EIN 27-0851321 | Accounting | $8,000 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,629 | $52,279+63.8% | $89,391-4.2% | $79,858+7.2% |
| Participation rate | 68.8% | 57.5%+11.2pp | 68.0%+0.8pp | 69.6%-0.9pp |
| Annual return | 15.76% | 22.16%-6.4pp | 245.62%-229.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $4,007 | $1,572+155.0% | $2,586+55.0% | $2,471+62.2% |
| Participant deferral / active EE | $7,597 | $2,740+177.2% | $3,890+95.3% | $3,740+103.1% |
| Admin fee / account holder | $475 | $3,356-85.8% | $4,881-90.3% | $5,306-91.0% |