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 |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION5+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $242,822 |
HR & P SOLUTIONS, INC.5+ years Service code 14 · EIN 76-0652302 | Plan Administrator | $61,489 |
SLAVIC INTEGRATED ADMINISTRATION5+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $43,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,458 | $101,523-55.2% | $141,162-67.8% | $77,787-41.6% |
| Participation rate | 44.7% | 77.4%-32.6pp | 82.5%-37.7pp | 73.2%-28.5pp |
| Annual return | 29.20% | 56.22%-27.0pp | 71.39%-42.2pp | 32.57%-3.4pp |
| Employer contribution / active EE | $1,470 | $3,341-56.0% | $4,735-69.0% | $2,504-41.3% |
| Participant deferral / active EE | $2,810 | $6,434-56.3% | $6,709-58.1% | $3,967-29.2% |
| Admin fee / account holder | $302 | $92+229.4% | $10,261-97.1% | $100+201.3% |