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 | $253,494 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP. Service code 28 · EIN 59-2749576 | Investment Management | $62,786 |
Filed as: CBIZ CPAS PC Service code 10 · EIN 43-1947695 | Accounting | $10,761 |
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 | $85,742 | $45,031+90.4% | $84,966+0.9% | $77,643+10.4% |
| Participation rate | 86.6% | 48.7%+38.0pp | 67.5%+19.1pp | 70.6%+16.1pp |
| Annual return | 37.48% | 79.22%-41.7pp | 66.38%-28.9pp | 31.24%+6.2pp |
| Employer contribution / active EE | $9,676 | $1,609+501.2% | $2,727+254.8% | $2,726+255.0% |
| Participant deferral / active EE | $18,879 | $2,807+572.5% | $4,519+317.7% | $4,647+306.2% |
| Admin fee / account holder | $310 | $912-66.0% | $6,149-95.0% | $430-27.9% |