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 | $90,072 |
SLAVIC INTEGRATED ADMINISTRATION9+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $10,185 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,103 | $91,407-61.6% | $135,903-74.2% | $71,457-50.9% |
| Participation rate | 48.8% | 75.7%-26.9pp | 81.9%-33.1pp | 67.9%-19.2pp |
| Annual return | 15.85% | 29.90%-14.0pp | 68.23%-52.4pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,717 | $3,703-53.6% | $4,856-64.6% | $2,588-33.7% |
| Participant deferral / active EE | $3,847 | $7,092-45.8% | $7,758-50.4% | $4,289-10.3% |
| Admin fee / account holder | $343 | $1,266-72.9% | $10,762-96.8% | $1,587-78.4% |