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 ADMINISTRATION9+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $347,294 |
HR & P SOLUTIONS, INC.9+ years Service code 14 · EIN 76-0652302 | Plan Administrator | $92,814 |
SLAVIC INTEGRATED ADMINISTRATION9+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $69,596 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,322 | $107,459-56.0% | $135,903-65.2% | $80,160-41.0% |
| Participation rate | 44.7% | 78.0%-33.4pp | 81.9%-37.2pp | 72.9%-28.2pp |
| Annual return | 2.98% | 91.91%-88.9pp | 68.23%-65.3pp | 40.38%-37.4pp |
| Employer contribution / active EE | $1,824 | $3,877-53.0% | $4,856-62.4% | $2,978-38.8% |
| Participant deferral / active EE | $3,506 | $8,195-57.2% | $7,758-54.8% | $5,017-30.1% |
| Admin fee / account holder | $342 | $127+169.2% | $10,762-96.8% | $145+135.8% |