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 ADMINISTRATION8+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $326,052 |
HR & P SOLUTIONS, INC.8+ years Service code 14 · EIN 76-0652302 | Plan Administrator | $90,657 |
SLAVIC INTEGRATED ADMINISTRATION8+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $68,538 |
WEINSTEIN ZUGMAN, LLC6 years Service code 10 · EIN 20-0453834 | Accounting | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,358 | $95,388-55.6% | $125,339-66.2% | $77,904-45.6% |
| Participation rate | 42.4% | 78.6%-36.2pp | 82.4%-39.9pp | 73.7%-31.2pp |
| Annual return | -15.53% | 116.19%-131.7pp | 572.05%-587.6pp | 12.21%-27.7pp |
| Employer contribution / active EE | $1,379 | $3,666-62.4% | $4,814-71.3% | $2,848-51.6% |
| Participant deferral / active EE | $2,655 | $7,711-65.6% | $7,446-64.3% | $4,806-44.8% |
| Admin fee / account holder | $323 | $119+171.9% | $10,010-96.8% | $133+143.8% |