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 ADMINISTRATION10+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $62,816 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT Service code 28 · EIN 59-2749576 | Investment Management | $15,934 |
Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $7,919 |
Filed as: FIDUCIARY PARTNERS INV CONSULTING Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $7,918 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $51,496 | $45,031+14.4% | $84,966-39.4% | $77,643-33.7% |
| Participation rate | 57.8% | 48.7%+9.1pp | 67.5%-9.7pp | 70.6%-12.8pp |
| Annual return | 94.54% | 79.22%+15.3pp | 66.38%+28.2pp | 31.24%+63.3pp |
| Employer contribution / active EE | $1,184 | $1,609-26.4% | $2,727-56.6% | $2,726-56.6% |
| Participant deferral / active EE | $2,822 | $2,807+0.5% | $4,519-37.6% | $4,647-39.3% |
| Admin fee / account holder | $296 | $912-67.6% | $6,149-95.2% | $430-31.3% |