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 | $140,405 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP. Service code 28 · EIN 59-2749576 | Investment Management | $27,949 |
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 | $68,820 | $41,078+67.5% | $80,569-14.6% | $71,457-3.7% |
| Participation rate | 84.5% | 50.2%+34.3pp | 67.0%+17.5pp | 67.9%+16.6pp |
| Annual return | 50.04% | 38.45%+11.6pp | 935.43%-885.4pp | 28.85%+21.2pp |
| Employer contribution / active EE | $33,156 | $1,506+2102.1% | $2,723+1117.4% | $2,588+1181.3% |
| Participant deferral / active EE | $46,883 | $2,699+1636.9% | $4,447+954.2% | $4,289+993.2% |
| Admin fee / account holder | $216 | $1,840-88.3% | $5,377-96.0% | $1,587-86.4% |