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 ADMINISTRATION11+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $439,301 |
HR & P SOLUTIONS, INC.11+ years Service code 14 · EIN 76-0652302 | Plan Administrator | $117,332 |
SLAVIC INTEGRATED ADMINISTRATION11+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $113,883 |
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 | $60,149 | $145,877-58.8% | $150,045-59.9% | $102,872-41.5% |
| Participation rate | 51.2% | 79.8%-28.6pp | 82.3%-31.1pp | 73.0%-21.8pp |
| Annual return | 16.00% | 21.37%-5.4pp | 62.55%-46.6pp | 19.06%-3.1pp |
| Employer contribution / active EE | $2,840 | $4,710-39.7% | $4,693-39.5% | $3,526-19.5% |
| Participant deferral / active EE | $4,265 | $9,491-55.1% | $7,997-46.7% | $5,535-22.9% |
| Admin fee / account holder | $421 | $176+139.1% | $13,435-96.9% | $292+43.9% |