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 ADMINISTRATION10+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $40,725 |
SLAVIC INTEGRATED ADMINISTRATION10+ years Filed as: SLAVIC MUTUAL FUND MANAGMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $33,347 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,437 | $73,397-13.6% | $178,014-64.4% | $74,546-14.9% |
| Participation rate | 91.3% | 66.6%+24.7pp | 77.1%+14.2pp | 67.2%+24.1pp |
| Annual return | 13.55% | 17.49%-3.9pp | 294.80%-281.3pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $2,466 | $2,217+11.2% | $3,950-37.6% | $2,624-6.0% |
| Participant deferral / active EE | $4,262 | $4,512-5.5% | $6,276-32.1% | $4,347-2.0% |
| Admin fee / account holder | $307 | $1,809-83.0% | $10,362-97.0% | $1,944-84.2% |