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 ADMINISTRATION4+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $136,008 |
SLAVIC INTEGRATED ADMINISTRATION4+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $14,523 |
EEMPLOYERS SOLUTIONS, INC.4+ years Service code 14 · EIN 74-2884279 | Plan Administrator | $13,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,325 | $34,242-23.1% | $76,523-65.6% | $75,289-65.0% |
| Participation rate | 45.5% | 43.9%+1.6pp | 68.0%-22.5pp | 72.4%-27.0pp |
| Annual return | 14.21% | -0.98%+15.2pp | -0.27%+14.5pp | -0.04%+14.2pp |
| Employer contribution / active EE | $1,302 | $975+33.6% | $2,647-50.8% | $2,405-45.8% |
| Participant deferral / active EE | $2,219 | $1,872+18.5% | $3,835-42.1% | $3,739-40.6% |
| Admin fee / account holder | $272 | $112+143.5% | $4,848-94.4% | $102+166.4% |