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 | $19,616 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT Service code 28 · EIN 59-2749576 | Investment Management | $9,017 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,571 | $84,487-4.6% | $125,339-35.7% | $66,914+20.4% |
| Participation rate | 67.9% | 76.4%-8.5pp | 82.4%-14.5pp | 69.8%-1.9pp |
| Annual return | -16.49% | -8.39%-8.1pp | 572.05%-588.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $798 | $3,553-77.5% | $4,814-83.4% | $2,544-68.6% |
| Participant deferral / active EE | $4,693 | $6,781-30.8% | $7,446-37.0% | $4,237+10.8% |
| Admin fee / account holder | $225 | $685-67.1% | $10,010-97.7% | $593-62.0% |