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 4-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 |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $59,478 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP. Service code 28 · EIN 59-2749576 | Investment Management | $8,720 |
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 | $62,075 | $34,677+79.0% | $77,024-19.4% | $64,808-4.2% |
| Participation rate | 83.1% | 49.8%+33.3pp | 67.9%+15.2pp | 71.5%+11.6pp |
| Annual return | 429.56% | -5.33%+434.9pp | 42.32%+387.2pp | 32.82%+396.7pp |
| Employer contribution / active EE | $7,330 | $1,370+435.1% | $2,812+160.7% | $2,506+192.5% |
| Participant deferral / active EE | $10,605 | $2,556+314.8% | $4,426+139.6% | $4,310+146.0% |
| Admin fee / account holder | $143 | $179-19.8% | $5,425-97.4% | $188-23.7% |