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 | $14,621 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT Service code 28 · EIN 59-2749576 | Investment Management | $6,357 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,740 | $99,957-9.2% | $149,696-39.4% | $73,488+23.5% |
| Participation rate | 73.2% | 75.7%-2.5pp | 82.5%-9.3pp | 70.7%+2.5pp |
| Annual return | 24.20% | 53.87%-29.7pp | 276.60%-252.4pp | 28.51%-4.3pp |
| Employer contribution / active EE | $764 | $3,191-76.1% | $4,644-83.6% | $2,270-66.4% |
| Participant deferral / active EE | $4,419 | $6,073-27.2% | $6,842-35.4% | $3,740+18.2% |
| Admin fee / account holder | $181 | $551-67.2% | $9,309-98.1% | $513-64.8% |