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 7-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 ADMINISTRATION1+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $7,632 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,360 | $83,477-85.2% | $125,175-90.1% | $72,985-83.1% |
| Participation rate | 23.7% | 73.3%-49.7pp | 79.8%-56.1pp | 69.5%-45.8pp |
| Annual return | 29.62% | 25.78%+3.8pp | 43.79%-14.2pp | 81.00%-51.4pp |
| Employer contribution / active EE | $901 | $2,345-61.6% | $3,865-76.7% | $2,440-63.1% |
| Participant deferral / active EE | $1,565 | $3,585-56.4% | $4,937-68.3% | $3,607-56.6% |
| Admin fee / account holder | $146 | $5,517-97.4% | $9,702-98.5% | $5,124-97.2% |