See peer percentile detail. $4.99 for your first month.
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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 | $37,302 |
SLAVIC INTEGRATED ADMINISTRATION8+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $7,578 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,698 | $45,863+43.2% | $77,024-14.7% | $68,494-4.1% |
| Participation rate | 58.7% | 55.9%+2.8pp | 67.9%-9.2pp | 67.9%-9.2pp |
| Annual return | -25.32% | 1.72%-27.0pp | 42.32%-67.6pp | -7.84%-17.5pp |
| Employer contribution / active EE | $1,045 | $1,650-36.6% | $2,812-62.8% | $2,596-59.7% |
| Participant deferral / active EE | $6,537 | $2,962+120.7% | $4,426+47.7% | $4,027+62.3% |
| Admin fee / account holder | $606 | $3,041-80.1% | $5,425-88.8% | $5,403-88.8% |