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 | $58,975 |
SLAVIC INTEGRATED ADMINISTRATION7+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $10,056 |
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.
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 | $63,779 | $56,114+13.7% | $96,139-33.7% | $85,850-25.7% |
| Participation rate | 57.9% | 56.7%+1.2pp | 68.4%-10.6pp | 69.3%-11.4pp |
| Annual return | -32.19% | 42.30%-74.5pp | 191.94%-224.1pp | 318.53%-350.7pp |
| Employer contribution / active EE | $1,229 | $1,620-24.1% | $2,797-56.0% | $2,565-52.1% |
| Participant deferral / active EE | $4,586 | $2,859+60.4% | $4,349+5.5% | $3,952+16.1% |
| Admin fee / account holder | $690 | $3,768-81.7% | $5,537-87.5% | $6,260-89.0% |