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 |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $13,419 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT Service code 28 · EIN 59-2749576 | Investment Management | $5,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $91,822 | $89,652+2.4% | $141,162-35.0% | $65,185+40.9% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.5%-32.5pp | 70.2%-20.2pp |
| Annual return | 25.95% | 32.79%-6.8pp | 71.39%-45.4pp | 29.38%-3.4pp |
| Employer contribution / active EE | $661 | $3,065-78.4% | $4,735-86.0% | $2,177-69.6% |
| Participant deferral / active EE | $3,883 | $5,691-31.8% | $6,709-42.1% | $3,514+10.5% |
| Admin fee / account holder | $212 | $569-62.7% | $10,261-97.9% | $847-75.0% |