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 | $22,651 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT Service code 28 · EIN 59-2749576 | Investment Management | $10,698 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,990 | $91,407+1.7% | $135,903-31.6% | $71,457+30.1% |
| Participation rate | 73.0% | 75.7%-2.7pp | 81.9%-8.9pp | 67.9%+5.1pp |
| Annual return | 21.79% | 29.90%-8.1pp | 68.23%-46.4pp | 28.85%-7.1pp |
| Employer contribution / active EE | $901 | $3,703-75.7% | $4,856-81.4% | $2,588-65.2% |
| Participant deferral / active EE | $6,114 | $7,092-13.8% | $7,758-21.2% | $4,289+42.5% |
| Admin fee / account holder | $242 | $1,266-80.9% | $10,762-97.8% | $1,587-84.8% |