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 | $77,463 |
PAYDAY, INC.8 years Service code 14 · EIN 86-0413891 | Plan Administrator | $14,603 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $10,452 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,551 | $91,407-76.4% | $135,903-84.1% | $71,457-69.8% |
| Participation rate | 49.2% | 75.7%-26.5pp | 81.9%-32.7pp | 67.9%-18.8pp |
| Annual return | 19.61% | 29.90%-10.3pp | 68.23%-48.6pp | 28.85%-9.2pp |
| Employer contribution / active EE | $1,598 | $3,703-56.9% | $4,856-67.1% | $2,588-38.3% |
| Participant deferral / active EE | $4,529 | $7,092-36.1% | $7,758-41.6% | $4,289+5.6% |
| Admin fee / account holder | $235 | $1,266-81.4% | $10,762-97.8% | $1,587-85.2% |