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 | $93,956 |
SLAVIC INTEGRATED ADMINISTRATION5+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $14,280 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,061 | $88,122-38.7% | $141,162-61.7% | $67,579-20.0% |
| Participation rate | 29.1% | 76.5%-47.4pp | 82.5%-53.4pp | 71.3%-42.2pp |
| Annual return | 13.73% | 75.40%-61.7pp | 71.39%-57.7pp | 378.56%-364.8pp |
| Employer contribution / active EE | $1,461 | $3,224-54.7% | $4,735-69.1% | $2,148-32.0% |
| Participant deferral / active EE | $2,278 | $5,958-61.8% | $6,709-66.0% | $3,539-35.6% |
| Admin fee / account holder | $564 | $131+330.7% | $10,261-94.5% | $142+296.2% |