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 | $35,126 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT Service code 28 · EIN 59-2749576 | Investment Management | $21,682 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $113,007 | $100,923+12.0% | $150,045-24.7% | $74,304+52.1% |
| Participation rate | 73.8% | 70.1%+3.7pp | 82.3%-8.5pp | 60.3%+13.4pp |
| Annual return | 16.01% | 51.77%-35.8pp | 62.55%-46.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $1,109 | $3,463-68.0% | $4,693-76.4% | $2,241-50.5% |
| Participant deferral / active EE | $7,024 | $6,709+4.7% | $7,997-12.2% | $3,767+86.5% |
| Admin fee / account holder | $351 | $2,767-87.3% | $13,435-97.4% | $2,969-88.2% |